+152.7%
JPM vs HTZ
-81.5%
+234.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.3% |
| 7D | +0.4% | -16.4% | +16.9% | +1.2% |
| 30D | +2.7% | -15.1% | +17.8% | +3.4% |
| 3M | -3.8% | -28.2% | +24.4% | -2.8% |
| 6M | +14.3% | -73.1% | +87.4% | +19.8% |
| YTD | +8.2% | -68.3% | +76.5% | +12.1% |
| 1Y | +11.0% | -75.2% | +86.2% | +16.0% |
| 3Y | +152.7% | -81.1% | +233.8% | +160.8% |
| All | +152.7% | -81.5% | +234.2% | +160.8% |
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