+160.7%
JCI vs HTZ
-86.4%
+247.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +1.9% |
| 7D | +3.8% | +7.5% | -3.6% | +3.5% |
| 30D | -5.7% | +47.4% | -53.1% | -7.6% |
| 3M | -1.4% | -54.9% | +53.5% | +1.1% |
| 6M | +4.1% | -47.0% | +51.1% | +5.8% |
| YTD | +21.7% | -55.3% | +77.0% | +24.3% |
| 1Y | +36.1% | -57.6% | +93.8% | +38.5% |
| All | +160.7% | -86.4% | +247.1% | +173.0% |
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 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