+86.9%
INTC vs HTZ
-89.5%
+176.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.2% | +4.4% |
| 7D | +7.1% | +7.5% | -0.4% | +6.3% |
| 30D | -5.2% | +47.4% | -52.6% | -10.0% |
| 3M | -14.3% | -54.9% | +40.6% | -9.3% |
| 6M | +110.2% | -47.0% | +157.2% | +117.2% |
| YTD | +159.6% | -55.3% | +214.9% | +172.8% |
| 1Y | +289.3% | -57.6% | +346.9% | +307.4% |
| 3Y | +166.1% | -86.6% | +252.7% | +206.1% |
| 5Y | +94.4% | -86.1% | +180.5% | +121.4% |
| All | +86.9% | -89.5% | +176.5% | +114.3% |
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