+23.9%
OMC vs HTZ
-60.6%
+84.6%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +9.2% | -4.0% | +5.2% |
| 7D | +12.5% | +18.9% | -6.4% | +12.6% |
| 30D | +16.3% | +26.3% | -10.0% | +16.5% |
| 3M | +8.1% | +49.7% | -41.6% | +8.5% |
| 6M | +17.2% | -61.1% | +78.3% | +14.5% |
| YTD | +11.8% | -56.0% | +67.8% | +9.1% |
| 1Y | +23.9% | -66.4% | +90.4% | +25.8% |
| All | +23.9% | -60.6% | +84.6% | +25.8% |
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