-91.5%
HTZ vs SPXU
-88.3%
-3.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | +0.1% | +1.9% |
| 7D | +7.5% | -0.1% | +7.6% | +7.4% |
| 30D | +47.4% | +0.8% | +46.6% | +48.0% |
| 3M | -54.9% | -4.7% | -50.2% | -55.5% |
| 6M | -47.0% | -29.6% | -17.4% | -53.6% |
| YTD | -55.3% | -29.9% | -25.4% | -60.5% |
| 1Y | -57.6% | -39.1% | -18.6% | -64.8% |
| 3Y | -86.6% | -80.0% | -6.6% | -92.4% |
| 5Y | -86.1% | -86.0% | -0.1% | -91.1% |
| All | -91.5% | -88.3% | -3.2% | -95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling