-38.1%
INTU vs HTZ
-86.4%
+48.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.7% | -3.4% |
| 7D | -7.1% | +7.5% | -14.6% | -7.1% |
| 30D | +1.5% | +47.4% | -46.0% | +1.1% |
| 3M | +10.7% | -54.9% | +65.6% | +11.6% |
| 6M | -23.8% | -47.0% | +23.2% | -23.8% |
| YTD | -49.3% | -55.3% | +5.9% | -49.1% |
| 1Y | -49.7% | -57.6% | +8.0% | -49.5% |
| All | -38.1% | -86.4% | +48.3% | -35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling