-95.0%
HTZ vs SEI
+706.3%
-801.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +14.3% | -22.7% | -11.5% |
| 7D | -14.6% | -18.3% | +3.7% | -11.4% |
| 30D | -20.8% | -24.4% | +3.7% | -17.1% |
| 3M | -18.8% | +1.5% | -20.3% | -21.6% |
| 6M | -74.7% | -25.1% | -49.6% | -74.1% |
| YTD | -68.1% | +26.4% | -94.5% | -71.8% |
| 1Y | -73.5% | +8.9% | -82.4% | -75.9% |
| 3Y | -81.8% | +586.7% | -668.5% | -91.5% |
| All | -95.0% | +706.3% | -801.3% | -97.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling