-79.9%
HTZ vs SONY
+60.0%
-139.9%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.8% | +10.2% | +9.6% |
| 7D | -27.4% | +2.1% | -29.5% | -28.4% |
| 30D | -11.4% | +9.2% | -20.5% | -14.9% |
| 3M | -33.1% | +12.2% | -45.3% | -36.5% |
| 6M | -73.5% | +24.4% | -97.9% | -76.2% |
| YTD | -68.1% | +3.5% | -71.6% | -68.9% |
| 1Y | -74.3% | -9.2% | -65.1% | -73.4% |
| All | -79.9% | +60.0% | -139.9% | -85.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling