+95.6%
NDAQ vs HTZ
-91.9%
+187.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -20.8% | +18.2% | -1.6% |
| 7D | +1.2% | -7.7% | +8.9% | +1.5% |
| 30D | +15.8% | -13.1% | +28.9% | +16.4% |
| 3M | +13.4% | +14.7% | -1.4% | +11.6% |
| 6M | +20.9% | -70.6% | +91.5% | +26.6% |
| YTD | +11.1% | -65.2% | +76.3% | +14.7% |
| 1Y | +26.5% | -73.2% | +99.7% | +32.3% |
| 3Y | +121.5% | -80.8% | +202.3% | +129.4% |
| 5Y | +61.3% | -94.8% | +156.1% | +79.7% |
| All | +95.6% | -91.9% | +187.4% | +121.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling