+25.9%
LMT vs HTZ
-60.6%
+86.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +9.2% | -16.1% | -6.9% |
| 7D | -5.5% | +18.9% | -24.5% | -5.6% |
| 30D | +17.5% | +26.3% | -8.8% | +17.2% |
| 3M | +1.6% | +49.7% | -48.1% | +0.7% |
| 6M | +16.3% | -61.1% | +77.4% | +20.0% |
| YTD | +25.3% | -56.0% | +81.3% | +29.9% |
| 1Y | +25.9% | -66.4% | +92.3% | +29.3% |
| All | +25.9% | -60.6% | +86.5% | +29.3% |
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