-1.5%
REGN vs HTZ
-86.1%
+84.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.0% | +2.9% | -1.9% |
| 7D | -1.6% | -2.5% | +0.8% | -1.5% |
| 30D | +3.4% | -3.7% | +7.2% | +3.3% |
| 3M | +32.7% | -57.0% | +89.7% | +36.4% |
| 6M | +6.9% | -47.0% | +53.9% | +8.4% |
| YTD | +5.4% | -57.5% | +62.9% | +7.8% |
| 1Y | +45.8% | -63.5% | +109.3% | +49.5% |
| 3Y | -1.5% | -86.3% | +84.8% | +5.1% |
| All | -1.5% | -86.1% | +84.6% | +5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling