-74.9%
HTZ vs SUI
+16.0%
-91.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +5.2% | +4.0% | +6.7% |
| 7D | +18.9% | +10.0% | +8.9% | +13.7% |
| 30D | +26.3% | +8.4% | +17.9% | +21.0% |
| 3M | +49.7% | +0.7% | +49.0% | +48.5% |
| 6M | -61.1% | -0.9% | -60.2% | -61.3% |
| YTD | -56.0% | +0.6% | -56.7% | -56.7% |
| 1Y | -66.4% | +0.8% | -67.2% | -66.9% |
| All | -74.9% | +16.0% | -91.0% | -80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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