-91.6%
HTZ vs RGEN
-10.6%
-81.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.2% | +9.2% |
| 7D | +18.9% | -3.5% | +22.5% | +20.2% |
| 30D | +26.3% | -6.0% | +32.2% | +27.7% |
| 3M | +49.7% | +19.0% | +30.7% | +39.9% |
| 6M | -61.1% | +50.7% | -111.9% | -67.7% |
| YTD | -56.0% | +8.8% | -64.8% | -58.9% |
| 1Y | -66.4% | +21.3% | -87.7% | -69.8% |
| 3Y | -75.8% | +18.5% | -94.3% | -79.1% |
| 5Y | -93.1% | -35.7% | -57.4% | -93.5% |
| All | -91.6% | -10.6% | -81.0% | -94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling