+51.8%
OSCR vs HTZ
-89.5%
+141.3%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | +5.8% | +7.5% | -1.6% | +4.8% |
| 30D | +7.1% | +47.4% | -40.3% | 0.0% |
| 3M | +36.7% | -54.9% | +91.6% | +47.9% |
| 6M | +114.3% | -47.0% | +161.3% | +122.8% |
| YTD | +124.4% | -55.3% | +179.7% | +138.7% |
| 1Y | +75.5% | -57.6% | +133.1% | +85.3% |
| 3Y | +390.1% | -86.6% | +476.7% | +530.0% |
| 5Y | +77.1% | -86.1% | +163.2% | +137.4% |
| All | +51.8% | -89.5% | +141.3% | +101.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling