+30.8%
RIO vs HTZ
-60.6%
+91.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +9.2% | -5.6% | +2.9% |
| 7D | -1.6% | +18.9% | -20.5% | -2.9% |
| 30D | -11.6% | +26.3% | -37.9% | -13.4% |
| 3M | -12.7% | +49.7% | -62.4% | -16.4% |
| 6M | -12.4% | -61.1% | +48.7% | -3.7% |
| YTD | +11.0% | -56.0% | +67.0% | +18.1% |
| 1Y | +30.8% | -66.4% | +97.3% | +41.8% |
| All | +30.8% | -60.6% | +91.5% | +41.8% |
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