-12.3%
OTIS vs HTZ
-73.6%
+61.2%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +9.3% | -10.1% | -1.1% |
| 7D | -2.9% | -27.4% | +24.6% | -1.9% |
| 30D | +16.1% | -11.4% | +27.5% | +16.5% |
| 3M | +6.7% | -33.1% | +39.8% | +7.9% |
| 6M | +6.0% | -73.5% | +79.5% | +11.1% |
| YTD | -9.8% | -68.1% | +58.3% | -6.8% |
| 1Y | -12.3% | -74.3% | +61.9% | -6.8% |
| All | -12.3% | -73.6% | +61.2% | -6.8% |
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 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