-92.0%
OPEN vs HTZ
-94.7%
+2.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -20.8% | +11.2% | -3.3% |
| 7D | -5.8% | -7.7% | +1.9% | -3.7% |
| 30D | -21.1% | -13.1% | -8.0% | -18.3% |
| 3M | -52.4% | +14.7% | -67.1% | -57.0% |
| 6M | -65.8% | -70.6% | +4.8% | -54.8% |
| YTD | -69.3% | -65.2% | -4.1% | -63.1% |
| 1Y | -75.2% | -73.2% | -2.1% | -67.4% |
| 3Y | -14.4% | -80.8% | +66.5% | +4.2% |
| 5Y | -92.0% | -94.8% | +2.8% | -79.2% |
| All | -92.0% | -94.7% | +2.8% | -79.2% |
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