-94.0%
HTZ vs SIRI
-39.3%
-54.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.9% |
| 7D | -16.4% | +11.4% | -27.8% | -18.9% |
| 30D | -15.1% | +24.2% | -39.4% | -20.2% |
| 3M | -28.2% | +11.1% | -39.3% | -30.3% |
| 6M | -73.1% | +23.9% | -96.9% | -74.8% |
| YTD | -68.3% | +70.0% | -138.3% | -73.1% |
| 1Y | -75.2% | +56.6% | -131.8% | -78.5% |
| 3Y | -81.1% | -21.4% | -59.8% | -81.0% |
| 5Y | -95.0% | -38.3% | -56.7% | -94.4% |
| All | -94.0% | -39.3% | -54.7% | -93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling