-93.3%
OPEN vs HTZ
-95.0%
+1.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -21.7% | -16.4% | -5.3% | -17.0% |
| 30D | -36.5% | -15.1% | -21.4% | -33.3% |
| 3M | -59.5% | -28.2% | -31.3% | -56.4% |
| 6M | -71.9% | -73.1% | +1.2% | -61.6% |
| YTD | -75.8% | -68.3% | -7.5% | -69.9% |
| 1Y | -78.5% | -75.2% | -3.3% | -70.9% |
| 3Y | -30.2% | -81.1% | +50.9% | -17.3% |
| 5Y | -93.3% | -95.0% | +1.7% | -82.1% |
| All | -93.3% | -95.0% | +1.7% | -82.1% |
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