-74.9%
HTZ vs SEI
+564.0%
-638.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -16.9% | +26.1% | +12.5% |
| 7D | +18.9% | -16.4% | +35.4% | +22.3% |
| 30D | +26.3% | -22.9% | +49.1% | +31.0% |
| 3M | +49.7% | -0.3% | +50.0% | +45.7% |
| 6M | -61.1% | -22.3% | -38.8% | -60.5% |
| YTD | -56.0% | +26.2% | -82.2% | -60.6% |
| 1Y | -66.4% | +8.2% | -74.6% | -69.1% |
| All | -74.9% | +564.0% | -638.9% | -86.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling