+11.3%
JBL vs HTZ
-75.3%
+86.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -8.4% | +9.5% | +2.1% |
| 7D | -12.3% | -14.6% | +2.3% | -10.8% |
| 30D | -20.2% | -20.8% | +0.6% | -18.3% |
| 3M | -30.6% | -18.8% | -11.8% | -29.8% |
| 6M | -35.8% | -74.7% | +38.9% | -25.6% |
| YTD | +4.9% | -68.1% | +73.0% | +14.8% |
| 1Y | +11.3% | -73.5% | +84.8% | +24.9% |
| All | +11.3% | -75.3% | +86.6% | +24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling