-80.2%
HTZ vs SPXU
-79.3%
-0.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +13.2% | -34.0% | -15.0% |
| 7D | -7.7% | +14.2% | -22.0% | -0.3% |
| 30D | -13.1% | +19.3% | -32.4% | -4.2% |
| 3M | +14.7% | +16.2% | -1.4% | +25.6% |
| 6M | -70.6% | -3.5% | -67.1% | -69.8% |
| YTD | -65.2% | -19.2% | -46.0% | -65.9% |
| 1Y | -73.2% | -20.7% | -52.5% | -73.7% |
| All | -80.2% | -79.3% | -0.8% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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