+46.9%
LMT vs HTZ
-82.6%
+129.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -8.0% | +10.5% | +2.5% |
| 7D | -5.6% | -27.5% | +21.9% | -5.7% |
| 30D | +18.4% | -21.9% | +40.2% | +18.3% |
| 3M | +0.6% | -29.2% | +29.9% | +0.6% |
| 6M | +20.6% | -75.2% | +95.8% | +20.7% |
| YTD | +27.0% | -70.8% | +97.8% | +27.3% |
| 1Y | +36.9% | -76.1% | +113.0% | +37.1% |
| 3Y | +46.9% | -82.5% | +129.4% | +45.8% |
| All | +46.9% | -82.6% | +129.5% | +45.8% |
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