+103.2%
JCI vs HTZ
-94.3%
+197.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.0% | +7.7% | +0.3% |
| 7D | -5.9% | -27.5% | +21.7% | -3.9% |
| 30D | -10.4% | -21.9% | +11.5% | -9.1% |
| 3M | -6.1% | -29.2% | +23.2% | -4.6% |
| 6M | +1.7% | -75.2% | +76.9% | +10.0% |
| YTD | +18.9% | -70.8% | +89.7% | +25.9% |
| 1Y | +16.1% | -76.1% | +92.2% | +24.8% |
| 3Y | +187.8% | -82.5% | +270.3% | +205.3% |
| 5Y | +103.2% | -94.1% | +197.3% | +149.5% |
| All | +103.2% | -94.3% | +197.5% | +149.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling