-94.8%
HTZ vs TRI
+9.8%
-104.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.8% | -21.5% | -20.9% |
| 7D | -7.7% | +1.5% | -9.2% | -8.2% |
| 30D | -13.1% | +20.4% | -33.5% | -15.8% |
| 3M | +14.7% | +20.6% | -5.8% | +10.8% |
| 6M | -70.6% | +25.5% | -96.1% | -72.1% |
| YTD | -65.2% | -7.1% | -58.1% | -63.4% |
| 1Y | -73.2% | -14.7% | -58.5% | -70.7% |
| 3Y | -80.8% | -0.8% | -80.0% | -82.9% |
| 5Y | -94.8% | +10.4% | -105.2% | -96.1% |
| All | -94.8% | +9.8% | -104.6% | -96.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling