-91.5%
HTZ vs SONY
+28.6%
-120.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +2.2% |
| 7D | +7.5% | -1.2% | +8.6% | +8.0% |
| 30D | +47.4% | +9.4% | +38.0% | +40.5% |
| 3M | -54.9% | +10.5% | -65.4% | -57.7% |
| 6M | -47.0% | +11.7% | -58.7% | -51.0% |
| YTD | -55.3% | -4.1% | -51.2% | -54.9% |
| 1Y | -57.6% | -11.8% | -45.9% | -55.8% |
| 3Y | -86.6% | +45.9% | -132.5% | -90.2% |
| 5Y | -86.1% | +16.3% | -102.4% | -88.3% |
| All | -91.5% | +28.6% | -120.1% | -93.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling