+5.6%
LOW vs HTZ
-95.4%
+101.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.4% | +7.2% | -0.5% |
| 7D | +7.4% | -14.6% | +22.0% | +8.5% |
| 30D | +24.5% | -20.8% | +45.2% | +26.4% |
| 3M | +3.5% | -18.8% | +22.3% | +4.2% |
| 6M | -2.6% | -74.7% | +72.1% | +6.4% |
| YTD | -4.8% | -68.1% | +63.3% | +1.1% |
| 1Y | -0.8% | -73.5% | +72.7% | +6.9% |
| 3Y | +22.8% | -81.8% | +104.6% | +31.8% |
| All | +5.6% | -95.4% | +101.0% | +29.4% |
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