+9.8%
INTC vs HTZ
-92.5%
+102.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -8.4% | +16.1% | +8.6% |
| 7D | -14.4% | -14.6% | +0.2% | -13.2% |
| 30D | -50.2% | -20.8% | -29.5% | -49.2% |
| 3M | -43.6% | -18.8% | -24.8% | -43.1% |
| 6M | -50.2% | -74.7% | +24.5% | -44.4% |
| YTD | +52.5% | -68.1% | +120.6% | +64.9% |
| 1Y | +51.1% | -73.5% | +124.6% | +66.0% |
| 3Y | +50.3% | -81.8% | +132.1% | +60.9% |
| 5Y | +19.2% | -95.2% | +114.4% | +44.6% |
| All | +9.8% | -92.5% | +102.3% | +29.5% |
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