+167.1%
P vs HTZ
-81.0%
+248.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -20.8% | +4.4% | -15.0% |
| 7D | -31.9% | -7.7% | -24.2% | -31.4% |
| 30D | -36.5% | -13.1% | -23.4% | -35.9% |
| 3M | +11.6% | +14.7% | -3.2% | +10.3% |
| 6M | +25.2% | -70.6% | +95.8% | +30.9% |
| YTD | +39.4% | -65.2% | +104.6% | +43.9% |
| 1Y | -3.7% | -73.2% | +69.5% | +0.4% |
| All | +167.1% | -81.0% | +248.1% | +179.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling