-57.8%
HUBS vs HTZ
-89.5%
+31.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.3% | -3.0% |
| 7D | -5.0% | +7.5% | -12.5% | -5.6% |
| 30D | -1.0% | +47.4% | -48.5% | -6.0% |
| 3M | +12.4% | -54.9% | +67.3% | +18.8% |
| 6M | -11.1% | -47.0% | +35.9% | -9.6% |
| YTD | -38.3% | -55.3% | +17.0% | -36.0% |
| 1Y | -46.7% | -57.6% | +11.0% | -45.1% |
| 3Y | -55.1% | -86.6% | +31.5% | -42.8% |
| 5Y | -64.8% | -86.1% | +21.3% | -52.7% |
| All | -57.8% | -89.5% | +31.8% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 all: compounded portfolio wealth divided by compounded HTZ 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…
all analysis · Full analysis span regression · 6 months rolling