+1,563.7%
LITE vs HTZ
-86.4%
+1,650.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +3.9% |
| 7D | -1.5% | +7.5% | -9.0% | -2.3% |
| 30D | +6.7% | +47.4% | -40.8% | +2.0% |
| 3M | -6.8% | -54.9% | +48.1% | -1.4% |
| 6M | +29.4% | -47.0% | +76.4% | +34.1% |
| YTD | +139.1% | -55.3% | +194.3% | +151.0% |
| 1Y | +521.0% | -57.6% | +578.6% | +547.2% |
| All | +1,563.7% | -86.4% | +1,650.1% | +1,998.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling