+16.2%
RGTI vs HTZ
-94.3%
+110.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -8.0% | +1.6% | -3.7% |
| 7D | +9.6% | -27.5% | +37.1% | +21.2% |
| 30D | -13.4% | -21.9% | +8.5% | -7.1% |
| 3M | -31.2% | -29.2% | -1.9% | -25.4% |
| 6M | -35.9% | -75.2% | +39.4% | -4.8% |
| YTD | -45.1% | -70.8% | +25.7% | -25.3% |
| 1Y | -63.3% | -76.1% | +12.8% | -46.2% |
| 3Y | +1,152.6% | -82.5% | +1,235.1% | +1,584.3% |
| 5Y | +16.2% | -94.1% | +110.2% | +150.3% |
| All | +16.2% | -94.3% | +110.4% | +150.3% |
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