+149.5%
JPM vs HTZ
-81.0%
+230.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -20.8% | +16.6% | -3.2% |
| 7D | -1.8% | -7.7% | +5.9% | -1.5% |
| 30D | +1.8% | -13.1% | +14.9% | +2.4% |
| 3M | -5.6% | +14.7% | -20.4% | -6.8% |
| 6M | +10.1% | -70.6% | +80.7% | +14.9% |
| YTD | +6.7% | -65.2% | +71.9% | +10.1% |
| 1Y | +10.3% | -73.2% | +83.5% | +14.9% |
| All | +149.5% | -81.0% | +230.5% | +157.0% |
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