+56.5%
RGTI vs HTZ
-89.5%
+146.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.3% |
| 7D | -2.5% | +7.5% | -10.0% | -4.8% |
| 30D | -9.4% | +47.4% | -56.9% | -22.7% |
| 3M | -37.1% | -54.9% | +17.8% | -24.4% |
| 6M | -14.4% | -47.0% | +32.6% | -3.5% |
| YTD | -31.4% | -55.3% | +23.9% | -18.6% |
| 1Y | +0.5% | -57.6% | +58.2% | +15.9% |
| 3Y | +726.1% | -86.6% | +812.7% | +1,165.9% |
| 5Y | +56.2% | -86.1% | +142.3% | +150.9% |
| All | +56.5% | -89.5% | +146.0% | +154.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling