-72.9%
LULU vs HTZ
-87.1%
+14.2%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.0% | +7.6% | +3.1% |
| 7D | -12.6% | -2.5% | -10.1% | -12.4% |
| 30D | -19.7% | -3.7% | -16.0% | -19.9% |
| 3M | -12.2% | -57.0% | +44.8% | -6.7% |
| 6M | -39.3% | -47.0% | +7.6% | -37.5% |
| YTD | -50.3% | -57.5% | +7.1% | -47.7% |
| 1Y | -38.6% | -63.5% | +24.8% | -35.0% |
| 3Y | -74.0% | -86.3% | +12.4% | -68.6% |
| 5Y | -72.9% | -86.8% | +13.9% | -64.8% |
| All | -72.9% | -87.1% | +14.2% | -64.8% |
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 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