+4.3%
OTIS vs HTZ
-95.4%
+99.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.4% | +7.7% | -0.1% |
| 7D | +4.2% | -14.6% | +18.8% | +5.0% |
| 30D | +20.1% | -20.8% | +40.9% | +21.5% |
| 3M | +7.6% | -18.8% | +26.4% | +8.2% |
| 6M | +4.2% | -74.7% | +78.9% | +11.6% |
| YTD | -8.1% | -68.1% | +60.0% | -3.8% |
| 1Y | -11.5% | -73.5% | +62.0% | -6.3% |
| 3Y | +3.8% | -81.8% | +85.6% | +10.3% |
| All | +4.3% | -95.4% | +99.7% | +25.5% |
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 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