+61.9%
LIN vs HTZ
-85.9%
+147.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.0% |
| 7D | -2.1% | +7.5% | -9.6% | -2.4% |
| 30D | -2.4% | +47.4% | -49.9% | -4.4% |
| 3M | -5.6% | -54.9% | +49.3% | -3.3% |
| 6M | -3.4% | -47.0% | +43.6% | -2.3% |
| YTD | +13.1% | -55.3% | +68.4% | +15.2% |
| 1Y | +2.5% | -57.6% | +60.1% | +4.1% |
| 3Y | +27.6% | -86.6% | +114.2% | +40.1% |
| All | +61.9% | -85.9% | +147.8% | +75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling