+69.4%
LIN vs HTZ
-92.9%
+162.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +9.2% | -6.6% | +2.2% |
| 7D | +3.3% | +18.9% | -15.7% | +2.5% |
| 30D | +8.8% | +26.3% | -17.5% | +7.6% |
| 3M | +8.6% | +49.7% | -41.0% | +6.0% |
| 6M | +7.0% | -61.1% | +68.1% | +10.3% |
| YTD | +24.3% | -56.0% | +80.3% | +26.6% |
| 1Y | +27.3% | -66.4% | +93.7% | +31.4% |
| 3Y | +38.9% | -75.8% | +114.7% | +43.3% |
| 5Y | +69.4% | -93.1% | +162.4% | +92.4% |
| All | +69.4% | -92.9% | +162.3% | +92.4% |
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