-74.9%
HTZ vs RGEN
+18.6%
-93.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +39.6% |
| 6M | -61.1% | +50.7% | -111.9% | -68.0% |
| YTD | -56.0% | +8.8% | -64.8% | -58.7% |
| 1Y | -66.4% | +21.3% | -87.7% | -69.7% |
| All | -74.9% | +18.6% | -93.6% | -80.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling