+10.1%
LOW vs HTZ
-93.6%
+103.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.3% | -9.4% | -0.9% |
| 7D | +1.0% | -27.4% | +28.4% | +3.3% |
| 30D | +25.6% | -11.4% | +36.9% | +26.4% |
| 3M | +5.3% | -33.1% | +38.4% | +7.8% |
| 6M | +3.7% | -73.5% | +77.2% | +12.9% |
| YTD | -1.9% | -68.1% | +66.2% | +4.2% |
| 1Y | +0.6% | -74.3% | +74.9% | +8.7% |
| 3Y | +26.4% | -80.9% | +107.3% | +34.9% |
| 5Y | +10.1% | -93.8% | +103.9% | +36.2% |
| All | +10.1% | -93.6% | +103.8% | +36.2% |
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