+21.2%
RF vs HTZ
-75.3%
+96.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.4% | +8.0% | 0.0% |
| 7D | -0.9% | -14.6% | +13.7% | -0.3% |
| 30D | +6.0% | -20.8% | +26.8% | +6.9% |
| 3M | -8.9% | -18.8% | +9.9% | -8.6% |
| 6M | +2.3% | -74.7% | +77.0% | +11.8% |
| YTD | +7.6% | -68.1% | +75.7% | +12.1% |
| 1Y | +21.2% | -73.5% | +94.6% | +31.8% |
| All | +21.2% | -75.3% | +96.5% | +31.8% |
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