-91.5%
HTZ vs TRI
+17.7%
-109.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.4% | +6.8% | +2.2% |
| 7D | +7.5% | -0.5% | +8.0% | +7.5% |
| 30D | +47.4% | +7.9% | +39.6% | +45.1% |
| 3M | -54.9% | +24.1% | -79.0% | -57.5% |
| 6M | -47.0% | +3.8% | -50.8% | -47.7% |
| YTD | -55.3% | -16.9% | -38.4% | -51.9% |
| 1Y | -57.6% | -38.4% | -19.2% | -47.6% |
| 3Y | -86.6% | -12.2% | -74.4% | -87.7% |
| 5Y | -86.1% | -1.8% | -84.3% | -89.2% |
| All | -91.5% | +17.7% | -109.1% | -95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling