+23.5%
INTC vs HTZ
-94.3%
+117.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -8.0% | +5.9% | -1.2% |
| 7D | -4.0% | -27.5% | +23.5% | -0.8% |
| 30D | -44.5% | -21.9% | -22.6% | -43.2% |
| 3M | -40.4% | -29.2% | -11.1% | -38.9% |
| 6M | -53.5% | -75.2% | +21.7% | -47.6% |
| YTD | +57.5% | -70.8% | +128.4% | +72.7% |
| 1Y | +51.2% | -76.1% | +127.3% | +68.9% |
| 3Y | +51.6% | -82.5% | +134.1% | +65.1% |
| 5Y | +23.5% | -94.1% | +117.6% | +61.6% |
| All | +23.5% | -94.3% | +117.8% | +61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling