-84.0%
OPEN vs HTZ
-85.9%
+1.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.3% |
| 7D | -4.3% | +7.5% | -11.7% | -6.3% |
| 30D | -16.2% | +47.4% | -63.7% | -28.7% |
| 3M | -36.4% | -54.9% | +18.5% | -26.1% |
| 6M | -35.5% | -47.0% | +11.6% | -31.7% |
| YTD | -46.0% | -55.3% | +9.3% | -39.3% |
| 1Y | -47.1% | -57.6% | +10.5% | -43.1% |
| 3Y | -19.0% | -86.6% | +67.6% | +34.0% |
| All | -84.0% | -85.9% | +1.9% | -71.3% |
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