-2.5%
QCOM vs HTZ
-75.3%
+72.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -8.4% | +13.9% | +7.0% |
| 7D | +0.4% | -14.6% | +15.0% | +3.1% |
| 30D | -6.6% | -20.8% | +14.2% | -3.2% |
| 3M | +3.7% | -18.8% | +22.5% | +5.3% |
| 6M | -13.3% | -74.7% | +61.4% | +8.7% |
| YTD | -1.8% | -68.1% | +66.3% | +17.6% |
| 1Y | -2.5% | -73.5% | +71.0% | +21.3% |
| All | -2.5% | -75.3% | +72.8% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling