-10.8%
OTIS vs HTZ
-76.0%
+65.1%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.2% |
| 7D | +0.5% | -16.4% | +16.9% | +1.1% |
| 30D | +19.4% | -15.1% | +34.5% | +20.0% |
| 3M | +7.1% | -28.2% | +35.3% | +8.0% |
| 6M | +6.6% | -73.1% | +79.6% | +11.5% |
| YTD | -8.3% | -68.3% | +60.0% | -5.2% |
| All | -10.8% | -76.0% | +65.1% | -5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling