-94.8%
HTZ vs RCAT
+25.6%
-120.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -14.9% | -5.9% | -19.4% |
| 7D | -7.7% | -32.6% | +24.8% | -4.2% |
| 30D | -13.1% | -46.3% | +33.2% | -7.9% |
| 3M | +14.7% | -60.7% | +75.4% | +24.8% |
| 6M | -70.6% | -67.4% | -3.3% | -67.8% |
| YTD | -65.2% | -57.1% | -8.1% | -63.5% |
| 1Y | -73.2% | -63.8% | -9.4% | -71.6% |
| 3Y | -80.8% | +268.1% | -348.9% | -85.4% |
| 5Y | -94.8% | +25.2% | -120.0% | -95.4% |
| All | -94.8% | +25.6% | -120.4% | -95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RCAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling