+52.7%
ROST vs HTZ
-60.6%
+113.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +9.2% | -3.1% | +5.6% |
| 7D | +7.8% | +18.9% | -11.2% | +6.9% |
| 30D | +8.6% | +26.3% | -17.7% | +7.2% |
| 3M | -1.9% | +49.7% | -51.6% | -4.5% |
| 6M | +9.1% | -61.1% | +70.3% | +13.7% |
| YTD | +37.2% | -56.0% | +93.3% | +40.8% |
| 1Y | +52.7% | -66.4% | +119.2% | +65.9% |
| All | +52.7% | -60.6% | +113.4% | +65.9% |
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