-4.5%
META vs HTZ
-72.5%
+67.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -20.8% | +16.8% | -3.5% |
| 7D | -3.1% | -7.7% | +4.6% | -2.8% |
| 30D | -18.1% | -13.1% | -5.0% | -17.9% |
| 3M | +2.9% | +14.7% | -11.9% | +2.0% |
| 6M | +0.2% | -70.6% | +70.8% | +1.5% |
| YTD | -8.1% | -65.2% | +57.1% | -7.3% |
| 1Y | -4.5% | -73.2% | +68.7% | +0.4% |
| All | -4.5% | -72.5% | +67.9% | +0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling