+95.8%
RIO vs HTZ
-85.9%
+181.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.3% |
| 7D | 0.0% | +7.5% | -7.5% | -0.5% |
| 30D | +4.0% | +47.4% | -43.5% | +0.7% |
| 3M | +0.1% | -54.9% | +55.0% | +4.2% |
| 6M | +12.7% | -47.0% | +59.7% | +15.4% |
| YTD | +35.6% | -55.3% | +90.8% | +40.3% |
| 1Y | +73.7% | -57.6% | +131.3% | +78.8% |
| 3Y | +93.3% | -86.6% | +179.9% | +114.8% |
| All | +95.8% | -85.9% | +181.7% | +111.6% |
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