-35.9%
INFY vs HTZ
-89.5%
+53.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.5% | -3.3% |
| 7D | -2.9% | +7.5% | -10.4% | -3.2% |
| 30D | -6.2% | +47.4% | -53.7% | -8.1% |
| 3M | -4.9% | -54.9% | +50.0% | -2.6% |
| 6M | -16.6% | -47.0% | +30.4% | -15.5% |
| YTD | -32.9% | -55.3% | +22.3% | -31.5% |
| 1Y | -26.9% | -57.6% | +30.8% | -25.6% |
| 3Y | -26.6% | -86.6% | +60.0% | -19.2% |
| 5Y | -44.1% | -86.1% | +42.1% | -38.4% |
| All | -35.9% | -89.5% | +53.7% | -27.9% |
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