-91.6%
HTZ vs TECH
-33.7%
-57.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.1% | +9.1% | +9.1% |
| 7D | +18.9% | +0.1% | +18.9% | +18.9% |
| 30D | +26.3% | +0.2% | +26.1% | +26.1% |
| 3M | +49.7% | +1.0% | +48.7% | +49.1% |
| 6M | -61.1% | +33.3% | -94.4% | -68.0% |
| YTD | -56.0% | +24.2% | -80.2% | -62.2% |
| 1Y | -66.4% | +19.7% | -86.1% | -70.5% |
| 3Y | -75.8% | +25.8% | -101.6% | -80.2% |
| 5Y | -93.1% | -39.9% | -53.2% | -92.1% |
| All | -91.6% | -33.7% | -57.9% | -91.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling