-93.9%
HTZ vs SONY
+41.3%
-135.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -2.0% | -6.4% | -7.4% |
| 7D | -14.6% | +6.7% | -21.3% | -18.1% |
| 30D | -20.8% | +14.8% | -35.6% | -27.0% |
| 3M | -18.8% | +16.9% | -35.7% | -26.1% |
| 6M | -74.7% | +30.2% | -104.9% | -78.7% |
| YTD | -68.1% | +5.5% | -73.6% | -69.7% |
| 1Y | -73.5% | -4.6% | -68.9% | -73.4% |
| 3Y | -81.8% | +57.2% | -139.0% | -87.3% |
| 5Y | -95.2% | +12.1% | -107.3% | -95.8% |
| All | -93.9% | +41.3% | -135.3% | -95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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