-86.5%
HTZ vs TECH
-6.2%
-80.3%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +7.5% | +0.1% | +7.4% | +7.4% |
| 30D | +47.4% | +0.7% | +46.7% | +47.1% |
| 3M | -54.9% | +36.3% | -91.3% | -61.8% |
| 6M | -47.0% | +25.6% | -72.6% | -53.9% |
| YTD | -55.3% | +23.7% | -78.9% | -60.7% |
| 1Y | -57.6% | +37.6% | -95.3% | -65.1% |
| All | -86.5% | -6.2% | -80.3% | -86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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