+168.6%
JCI vs HTZ
-81.0%
+249.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -20.8% | +14.3% | -5.6% |
| 7D | -16.9% | -7.7% | -9.2% | -16.7% |
| 30D | -17.2% | -13.1% | -4.1% | -16.8% |
| 3M | -14.2% | +14.7% | -28.9% | -15.2% |
| 6M | -8.7% | -70.6% | +61.9% | -5.1% |
| YTD | +10.7% | -65.2% | +75.9% | +13.9% |
| 1Y | +9.7% | -73.2% | +82.9% | +13.9% |
| All | +168.6% | -81.0% | +249.6% | +185.6% |
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