+99.9%
OSCR vs HTZ
-87.1%
+187.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.0% | +7.4% | +3.0% |
| 7D | +10.7% | -2.5% | +13.1% | +11.0% |
| 30D | +18.3% | -3.7% | +22.1% | +18.0% |
| 3M | +20.5% | -57.0% | +77.5% | +31.5% |
| 6M | +138.5% | -47.0% | +185.5% | +147.6% |
| YTD | +129.7% | -57.5% | +187.2% | +146.2% |
| 1Y | +62.8% | -63.5% | +126.2% | +76.1% |
| 3Y | +411.8% | -86.3% | +498.1% | +566.0% |
| 5Y | +99.9% | -86.8% | +186.7% | +193.8% |
| All | +99.9% | -87.1% | +187.1% | +193.8% |
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 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