-86.4%
HTZ vs SBAC
-43.7%
-42.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.8% |
| 7D | +7.5% | -0.8% | +8.3% | +7.8% |
| 30D | +47.4% | +6.9% | +40.5% | +43.2% |
| 3M | -54.9% | -8.2% | -46.7% | -53.0% |
| 6M | -47.0% | -1.6% | -45.4% | -47.3% |
| YTD | -55.3% | -0.1% | -55.1% | -56.2% |
| 1Y | -57.6% | -0.5% | -57.2% | -58.5% |
| 3Y | -86.6% | -9.1% | -77.5% | -86.4% |
| All | -86.4% | -43.7% | -42.7% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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