-86.5%
HTZ vs SEI
+453.4%
-540.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.4% | -2.1% | +0.5% |
| 7D | +7.5% | +10.2% | -2.8% | +5.1% |
| 30D | +47.4% | -1.0% | +48.5% | +47.8% |
| 3M | -54.9% | -27.9% | -27.0% | -52.1% |
| 6M | -47.0% | +10.4% | -57.4% | -49.2% |
| YTD | -55.3% | +20.1% | -75.4% | -58.4% |
| 1Y | -57.6% | +109.7% | -167.4% | -66.4% |
| All | -86.5% | +453.4% | -540.0% | -93.1% |
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