+26.5%
NDAQ vs HTZ
-73.6%
+100.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.3% | -9.6% | -0.6% |
| 7D | 0.0% | -27.4% | +27.4% | +1.0% |
| 30D | +16.3% | -11.4% | +27.7% | +16.8% |
| 3M | +15.8% | -33.1% | +48.9% | +16.9% |
| 6M | +24.8% | -73.5% | +98.3% | +29.0% |
| YTD | +14.1% | -68.1% | +82.2% | +16.3% |
| 1Y | +26.5% | -74.3% | +100.8% | +31.8% |
| All | +26.5% | -73.6% | +100.1% | +31.8% |
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 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