+147.7%
P vs HTZ
-86.4%
+234.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +1.3% |
| 7D | +6.5% | +7.5% | -0.9% | +6.1% |
| 30D | +18.8% | +47.4% | -28.6% | +15.7% |
| 3M | +26.7% | -54.9% | +81.7% | +29.9% |
| 6M | +62.2% | -47.0% | +109.2% | +64.0% |
| YTD | +48.5% | -55.3% | +103.8% | +51.3% |
| 1Y | +26.4% | -57.6% | +84.0% | +28.3% |
| All | +147.7% | -86.4% | +234.2% | +179.0% |
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 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