-24.6%
INTU vs HTZ
-91.9%
+67.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -20.8% | +20.3% | +0.7% |
| 7D | +7.1% | -7.7% | +14.9% | +7.5% |
| 30D | +23.0% | -13.1% | +36.1% | +23.7% |
| 3M | +8.7% | +14.7% | -6.0% | +6.6% |
| 6M | -10.1% | -70.6% | +60.5% | -4.8% |
| YTD | -45.7% | -65.2% | +19.5% | -43.8% |
| 1Y | -45.1% | -73.2% | +28.1% | -42.0% |
| 3Y | -26.9% | -80.8% | +53.9% | -23.6% |
| 5Y | -40.0% | -94.8% | +54.8% | -28.0% |
| All | -24.6% | -91.9% | +67.2% | -9.0% |
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 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