-28.1%
INTU vs HTZ
-92.6%
+64.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.9% |
| 7D | -3.9% | -16.4% | +12.5% | -3.1% |
| 30D | +11.7% | -15.1% | +26.8% | +12.5% |
| 3M | +4.5% | -28.2% | +32.7% | +5.7% |
| 6M | -13.9% | -73.1% | +59.2% | -8.3% |
| YTD | -48.2% | -68.3% | +20.1% | -46.1% |
| 1Y | -47.1% | -75.2% | +28.1% | -43.9% |
| 3Y | -32.5% | -81.1% | +48.6% | -30.2% |
| 5Y | -42.6% | -95.0% | +52.4% | -30.7% |
| All | -28.1% | -92.6% | +64.4% | -12.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling