+6.4%
RGTI vs HTZ
-93.0%
+99.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -6.1% | -0.9% | -5.1% |
| 7D | +4.9% | -14.0% | +18.8% | +8.9% |
| 30D | -19.2% | -19.8% | +0.6% | -14.7% |
| 3M | -43.9% | -45.0% | +1.1% | -34.2% |
| 6M | -45.8% | -73.2% | +27.4% | -24.3% |
| YTD | -53.4% | -70.0% | +16.7% | -38.6% |
| 1Y | -63.5% | -75.7% | +12.2% | -48.5% |
| 3Y | +964.9% | -82.1% | +1,047.0% | +1,263.2% |
| 5Y | -2.1% | -94.3% | +92.2% | +76.1% |
| All | +6.4% | -93.0% | +99.4% | +91.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling