-86.4%
HTZ vs RPRX
+83.4%
-169.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +7.5% | +5.1% | +2.4% | +4.8% |
| 30D | +47.4% | +11.2% | +36.2% | +39.9% |
| 3M | -54.9% | +16.7% | -71.6% | -58.2% |
| 6M | -47.0% | +36.0% | -83.0% | -54.3% |
| YTD | -55.3% | +67.8% | -123.1% | -65.1% |
| 1Y | -57.6% | +76.7% | -134.3% | -68.0% |
| 3Y | -86.6% | +128.1% | -214.7% | -91.2% |
| All | -86.4% | +83.4% | -169.8% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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