+24.1%
LMT vs HTZ
-75.3%
+99.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -8.4% | +6.8% | -1.5% |
| 7D | -11.0% | -14.6% | +3.6% | -10.8% |
| 30D | +13.6% | -20.8% | +34.4% | +13.9% |
| 3M | -2.1% | -18.8% | +16.7% | -2.0% |
| 6M | +11.7% | -74.7% | +86.4% | +15.8% |
| YTD | +19.4% | -68.1% | +87.5% | +24.1% |
| 1Y | +24.1% | -73.5% | +97.5% | +27.8% |
| All | +24.1% | -75.3% | +99.4% | +27.8% |
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 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