+345.0%
PSX vs HTZ
-85.9%
+430.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.2% | +0.1% |
| 7D | +4.5% | +7.5% | -2.9% | +4.1% |
| 30D | +26.6% | +47.4% | -20.8% | +22.9% |
| 3M | +39.3% | -54.9% | +94.2% | +44.1% |
| 6M | +56.8% | -47.0% | +103.8% | +58.7% |
| YTD | +101.8% | -55.3% | +157.1% | +106.6% |
| 1Y | +99.6% | -57.6% | +157.3% | +103.0% |
| 3Y | +140.3% | -86.6% | +227.0% | +160.0% |
| All | +345.0% | -85.9% | +430.8% | +354.6% |
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