-94.8%
HTZ vs TRGP
+433.5%
-528.3%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.6% | -16.2% | -18.7% |
| 7D | -7.7% | -12.6% | +4.9% | -2.0% |
| 30D | -13.1% | -4.5% | -8.6% | -11.8% |
| 3M | +14.7% | +4.9% | +9.8% | +10.3% |
| 6M | -70.6% | +5.6% | -76.2% | -72.2% |
| YTD | -65.2% | +50.1% | -115.3% | -72.8% |
| 1Y | -73.2% | +70.2% | -143.4% | -80.6% |
| 3Y | -80.8% | +228.5% | -309.3% | -90.8% |
| 5Y | -94.8% | +434.1% | -528.9% | -98.4% |
| All | -94.8% | +433.5% | -528.3% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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