-57.9%
JD vs HTZ
-94.7%
+36.9%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -20.8% | +24.1% | +5.0% |
| 7D | +11.7% | -7.7% | +19.5% | +12.1% |
| 30D | +8.1% | -13.1% | +21.2% | +8.8% |
| 3M | -12.0% | +14.7% | -26.7% | -14.2% |
| 6M | -3.5% | -70.6% | +67.1% | +4.8% |
| YTD | +3.3% | -65.2% | +68.5% | +9.5% |
| 1Y | -7.4% | -73.2% | +65.8% | +0.3% |
| 3Y | +16.6% | -80.8% | +97.4% | +28.1% |
| 5Y | -57.9% | -94.8% | +36.9% | -46.0% |
| All | -57.9% | -94.7% | +36.9% | -46.0% |
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 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