-86.4%
HTZ vs TECH
-42.5%
-43.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +47.0% |
| 3M | -54.9% | +36.3% | -91.3% | -62.4% |
| 6M | -47.0% | +25.6% | -72.6% | -54.7% |
| YTD | -55.3% | +23.7% | -78.9% | -61.4% |
| 1Y | -57.6% | +37.6% | -95.3% | -65.7% |
| 3Y | -86.6% | -6.6% | -80.0% | -87.1% |
| All | -86.4% | -42.5% | -43.9% | -84.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling