-80.2%
HTZ vs SEI
+482.3%
-562.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -12.3% | -8.5% | -18.3% |
| 7D | -7.7% | -26.9% | +19.1% | -2.1% |
| 30D | -13.1% | -36.6% | +23.5% | -5.8% |
| 3M | +14.7% | -8.9% | +23.6% | +14.3% |
| 6M | -70.6% | -33.0% | -37.7% | -69.1% |
| YTD | -65.2% | +10.6% | -75.8% | -67.8% |
| 1Y | -73.2% | -4.7% | -68.5% | -74.5% |
| All | -80.2% | +482.3% | -562.5% | -89.0% |
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 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