+26.2%
REGN vs HTZ
-87.1%
+113.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.3% | +4.9% | -0.1% |
| 7D | -5.2% | -10.4% | +5.2% | -4.7% |
| 30D | +0.1% | -2.4% | +2.4% | -0.1% |
| 3M | +31.2% | -60.9% | +92.1% | +35.8% |
| 6M | +3.6% | -50.2% | +53.8% | +5.5% |
| YTD | +5.0% | -59.7% | +64.8% | +8.0% |
| 1Y | +45.9% | -66.0% | +111.9% | +50.4% |
| 3Y | -1.9% | -87.1% | +85.2% | +4.0% |
| 5Y | +26.2% | -86.9% | +113.0% | +32.7% |
| All | +26.2% | -87.1% | +113.3% | +32.7% |
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