+9.8%
LOW vs HTZ
-85.9%
+95.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | -0.1% | +1.2% |
| 7D | -1.7% | +7.5% | -9.2% | -2.3% |
| 30D | -7.0% | +47.4% | -54.5% | -10.5% |
| 3M | -0.9% | -54.9% | +54.0% | +3.4% |
| 6M | -20.1% | -47.0% | +26.9% | -18.2% |
| YTD | -13.9% | -55.3% | +41.3% | -10.7% |
| 1Y | -21.1% | -57.6% | +36.5% | -18.6% |
| 3Y | -6.6% | -86.6% | +80.0% | +6.0% |
| All | +9.8% | -85.9% | +95.7% | +23.3% |
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 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