+478.8%
P vs HTZ
-89.7%
+568.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +9.2% | -14.2% | -5.8% |
| 7D | -19.4% | +18.9% | -38.3% | -20.7% |
| 30D | -22.3% | +26.3% | -48.6% | -24.2% |
| 3M | +33.2% | +49.7% | -16.5% | +26.7% |
| 6M | +53.6% | -61.1% | +114.7% | +62.6% |
| YTD | +66.8% | -56.0% | +122.8% | +72.7% |
| 1Y | +17.5% | -66.4% | +83.9% | +24.5% |
| 3Y | +219.7% | -75.8% | +295.5% | +232.3% |
| 5Y | +307.8% | -93.1% | +400.8% | +391.5% |
| All | +478.8% | -89.7% | +568.5% | +597.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling