-75.3%
HTZ vs SONY
-9.8%
-65.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.1% | -2.9% |
| 7D | -8.5% | +0.3% | -8.8% | -8.6% |
| 30D | -18.9% | +11.1% | -30.0% | -21.3% |
| 3M | -36.0% | +14.7% | -50.7% | -38.6% |
| 6M | -74.6% | +18.8% | -93.4% | -75.1% |
| YTD | -70.8% | +5.7% | -76.6% | -71.1% |
| 1Y | -75.3% | -8.1% | -67.2% | -73.3% |
| All | -75.3% | -9.8% | -65.5% | -73.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling