-93.4%
HTZ vs TRI
+9.0%
-102.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +6.4% | +2.8% | +8.2% |
| 7D | +18.9% | +1.0% | +18.0% | +18.5% |
| 30D | +26.3% | +20.8% | +5.5% | +22.4% |
| 3M | +49.7% | +8.1% | +41.6% | +46.9% |
| 6M | -61.1% | +24.2% | -85.3% | -63.0% |
| YTD | -56.0% | -7.8% | -48.3% | -53.7% |
| 1Y | -66.4% | -16.7% | -49.8% | -63.0% |
| 3Y | -75.8% | -1.5% | -74.3% | -78.4% |
| All | -93.4% | +9.0% | -102.4% | -95.1% |
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