-27.4%
INTU vs HTZ
-92.5%
+65.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -8.4% | +4.6% | -3.3% |
| 7D | +0.1% | -14.6% | +14.7% | +0.9% |
| 30D | +15.4% | -20.8% | +36.2% | +16.7% |
| 3M | +6.6% | -18.8% | +25.4% | +7.0% |
| 6M | -11.3% | -74.7% | +63.4% | -5.1% |
| YTD | -47.7% | -68.1% | +20.4% | -45.6% |
| 1Y | -47.0% | -73.5% | +26.5% | -44.1% |
| 3Y | -29.9% | -81.8% | +51.9% | -26.9% |
| 5Y | -42.2% | -95.2% | +53.0% | -30.4% |
| All | -27.4% | -92.5% | +65.1% | -12.0% |
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