-3.7%
KMB vs HTZ
-89.5%
+85.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -1.6% |
| 7D | -3.0% | +7.5% | -10.5% | -3.1% |
| 30D | -5.5% | +47.4% | -52.9% | -5.7% |
| 3M | +14.0% | -54.9% | +68.9% | +14.5% |
| 6M | +4.1% | -47.0% | +51.1% | +4.4% |
| YTD | +8.0% | -55.3% | +63.3% | +8.5% |
| 1Y | -13.7% | -57.6% | +43.9% | -13.4% |
| 3Y | -5.9% | -86.6% | +80.7% | -4.5% |
| 5Y | -8.6% | -86.1% | +77.5% | -7.0% |
| All | -3.7% | -89.5% | +85.9% | -1.6% |
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