-11.0%
LHX vs HTZ
-75.8%
+64.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -8.4% | +9.1% | +0.9% |
| 7D | -6.4% | -14.6% | +8.2% | -6.2% |
| 30D | +11.2% | -20.8% | +32.0% | +11.8% |
| 3M | -9.8% | -18.8% | +9.0% | -9.7% |
| 6M | -13.2% | -74.7% | +61.5% | -8.1% |
| YTD | -10.4% | -68.1% | +57.7% | -7.9% |
| All | -11.0% | -75.8% | +64.8% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling