+34.2%
QCOM vs HTZ
-89.5%
+123.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | +3.3% | +7.5% | -4.1% | +2.4% |
| 30D | +7.7% | +47.4% | -39.7% | +1.4% |
| 3M | -30.1% | -54.9% | +24.8% | -25.1% |
| 6M | +22.8% | -47.0% | +69.8% | +28.8% |
| YTD | +0.2% | -55.3% | +55.4% | +6.9% |
| 1Y | +7.9% | -57.6% | +65.5% | +14.1% |
| 3Y | +55.8% | -86.6% | +142.4% | +88.7% |
| 5Y | +30.1% | -86.1% | +116.2% | +54.7% |
| All | +34.2% | -89.5% | +123.8% | +70.5% |
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