+279.8%
PSX vs HTZ
-95.0%
+374.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -20.8% | +15.9% | -3.7% |
| 7D | -9.7% | -7.7% | -2.0% | -9.4% |
| 30D | -8.4% | -13.1% | +4.7% | -8.0% |
| 3M | +22.6% | +14.7% | +7.9% | +20.2% |
| 6M | +38.8% | -70.6% | +109.4% | +46.8% |
| YTD | +95.5% | -65.2% | +160.6% | +102.2% |
| 1Y | +87.1% | -73.2% | +160.3% | +97.3% |
| 3Y | +133.5% | -80.8% | +214.3% | +139.0% |
| All | +279.8% | -95.0% | +374.8% | +344.3% |
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