+66.2%
NDAQ vs HTZ
-94.4%
+160.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +19.0% |
| 3M | +11.5% | -36.0% | +47.6% | +13.7% |
| 6M | +21.1% | -74.6% | +95.7% | +28.3% |
| YTD | +12.8% | -70.8% | +83.6% | +17.7% |
| 1Y | +25.7% | -75.3% | +101.0% | +32.4% |
| 3Y | +116.8% | -81.6% | +198.4% | +125.6% |
| All | +66.2% | -94.4% | +160.6% | +98.8% |
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