+64.2%
RGTI vs HTZ
-87.1%
+151.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -5.0% | +9.0% | +5.6% |
| 7D | +5.5% | -2.5% | +7.9% | +6.1% |
| 30D | -11.9% | -3.7% | -8.1% | -12.3% |
| 3M | -27.4% | -57.0% | +29.6% | -11.0% |
| 6M | -7.1% | -47.0% | +39.9% | +4.9% |
| YTD | -28.6% | -57.5% | +28.9% | -13.7% |
| 1Y | +4.4% | -63.5% | +67.8% | +27.1% |
| 3Y | +698.5% | -86.3% | +784.8% | +1,157.1% |
| 5Y | +64.2% | -86.8% | +150.9% | +182.2% |
| All | +64.2% | -87.1% | +151.3% | +182.2% |
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