-0.2%
KMB vs HTZ
-89.7%
+89.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +9.2% | -5.0% | +4.1% |
| 7D | +0.4% | +18.9% | -18.6% | +0.2% |
| 30D | +14.0% | +26.3% | -12.2% | +13.9% |
| 3M | -1.3% | +49.7% | -51.0% | -1.6% |
| 6M | +16.7% | -61.1% | +77.8% | +17.4% |
| YTD | +12.0% | -56.0% | +68.0% | +12.4% |
| 1Y | +13.6% | -66.4% | +80.1% | +14.3% |
| 3Y | +3.1% | -75.8% | +78.9% | +4.2% |
| 5Y | +0.8% | -93.1% | +93.8% | +2.2% |
| All | -0.2% | -89.7% | +89.6% | +1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling