+609.5%
LITE vs HTZ
-92.9%
+702.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +9.2% | -17.0% | -9.1% |
| 7D | -31.4% | +18.9% | -50.4% | -33.2% |
| 30D | -42.6% | +26.3% | -68.8% | -44.7% |
| 3M | -26.2% | +49.7% | -75.9% | -31.0% |
| 6M | -35.8% | -61.1% | +25.3% | -30.0% |
| YTD | +70.0% | -56.0% | +126.1% | +80.0% |
| 1Y | +232.7% | -66.4% | +299.2% | +264.2% |
| 3Y | +1,365.7% | -75.8% | +1,441.5% | +1,457.9% |
| 5Y | +609.5% | -93.1% | +702.5% | +814.2% |
| All | +609.5% | -92.9% | +702.4% | +814.2% |
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