+98.6%
NDAQ vs HTZ
-93.2%
+191.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | 0.0% |
| 7D | +1.3% | -8.5% | +9.8% | +1.7% |
| 30D | +18.0% | -18.9% | +36.9% | +18.9% |
| 3M | +11.5% | -36.0% | +47.6% | +13.6% |
| 6M | +21.1% | -74.6% | +95.7% | +27.7% |
| YTD | +12.8% | -70.8% | +83.6% | +17.4% |
| 1Y | +25.7% | -75.3% | +101.0% | +31.8% |
| 3Y | +116.8% | -81.6% | +198.4% | +123.0% |
| 5Y | +67.3% | -94.4% | +161.7% | +87.5% |
| All | +98.6% | -93.2% | +191.8% | +126.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling