+6.5%
ROP vs HTZ
-77.9%
+84.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -8.0% | +8.6% | +0.6% |
| 7D | +0.2% | -27.5% | +27.7% | +0.3% |
| 30D | +30.3% | -21.9% | +52.2% | +30.5% |
| 3M | +17.8% | -29.2% | +47.0% | +17.8% |
| 6M | +38.9% | -75.2% | +114.1% | +40.4% |
| YTD | +7.6% | -70.8% | +78.4% | +6.6% |
| 1Y | +6.5% | -76.1% | +82.6% | +6.7% |
| All | +6.5% | -77.9% | +84.4% | +6.7% |
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