-66.4%
HTZ vs SEI
+18.6%
-85.0%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -16.9% | +26.1% | +11.5% |
| 7D | +18.9% | -16.4% | +35.4% | +21.3% |
| 30D | +26.3% | -22.9% | +49.1% | +29.8% |
| 3M | +49.7% | -0.3% | +50.0% | +45.8% |
| 6M | -61.1% | -22.3% | -38.8% | -60.5% |
| YTD | -56.0% | +26.2% | -82.2% | -59.8% |
| 1Y | -66.4% | +8.2% | -74.6% | -69.0% |
| All | -66.4% | +18.6% | -85.0% | -69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 1y: compounded portfolio wealth divided by compounded SEI 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…
1y analysis · Full analysis span regression · 6 months rolling