-94.1%
HTZ vs ZBRA
-45.7%
-48.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.6% | -6.3% | -7.3% |
| 7D | -27.5% | -2.5% | -25.1% | -26.5% |
| 30D | -21.9% | -17.0% | -4.9% | -15.4% |
| 3M | -29.2% | -15.0% | -14.2% | -24.2% |
| 6M | -75.2% | +42.2% | -117.4% | -80.3% |
| YTD | -70.8% | +32.4% | -103.2% | -76.0% |
| 1Y | -76.1% | +23.3% | -99.4% | -79.6% |
| 3Y | -82.5% | +55.9% | -138.4% | -87.8% |
| 5Y | -94.1% | -44.8% | -49.3% | -92.3% |
| All | -94.1% | -45.7% | -48.4% | -92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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