+6.6%
ON vs HTZ
-94.7%
+101.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -20.8% | +9.2% | -8.0% |
| 7D | -16.3% | -7.7% | -8.5% | -15.2% |
| 30D | -27.0% | -13.1% | -13.9% | -25.4% |
| 3M | -18.1% | +14.7% | -32.8% | -21.5% |
| 6M | -38.6% | -70.6% | +32.0% | -27.9% |
| YTD | +16.4% | -65.2% | +81.5% | +30.7% |
| 1Y | +25.8% | -73.2% | +99.0% | +47.1% |
| 3Y | -7.7% | -80.8% | +73.1% | +6.8% |
| 5Y | +6.6% | -94.8% | +101.4% | +63.1% |
| All | +6.6% | -94.7% | +101.3% | +63.1% |
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