+0.8%
ROP vs HTZ
-95.4%
+96.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -8.4% | +5.5% | -2.6% |
| 7D | +2.1% | -14.6% | +16.7% | +2.6% |
| 30D | +32.9% | -20.8% | +53.7% | +33.8% |
| 3M | +20.3% | -18.8% | +39.1% | +20.7% |
| 6M | +36.8% | -74.7% | +111.4% | +42.9% |
| YTD | +8.1% | -68.1% | +76.2% | +11.1% |
| 1Y | +8.3% | -73.5% | +81.7% | +12.1% |
| 3Y | -3.2% | -81.8% | +78.6% | +0.2% |
| All | +0.8% | -95.4% | +96.2% | +14.8% |
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 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