-86.5%
HTZ vs RRX
+2.4%
-88.9%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.3% |
| 7D | +7.5% | +3.4% | +4.0% | +6.0% |
| 30D | +47.4% | -11.1% | +58.6% | +54.5% |
| 3M | -54.9% | -23.7% | -31.2% | -50.6% |
| 6M | -47.0% | -22.0% | -25.0% | -43.1% |
| YTD | -55.3% | +16.5% | -71.7% | -60.8% |
| 1Y | -57.6% | +11.5% | -69.2% | -62.4% |
| All | -86.5% | +2.4% | -88.9% | -87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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