+132.6%
RTX vs HTZ
-95.4%
+228.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.4% | +7.2% | -0.9% |
| 7D | -5.1% | -14.6% | +9.4% | -4.7% |
| 30D | +5.1% | -20.8% | +25.9% | +5.8% |
| 3M | -14.8% | -18.8% | +4.0% | -14.6% |
| 6M | +8.0% | -74.7% | +82.7% | +12.5% |
| YTD | +4.5% | -68.1% | +72.6% | +7.6% |
| 1Y | +9.8% | -73.5% | +83.3% | +13.8% |
| 3Y | +144.2% | -81.8% | +226.0% | +152.7% |
| All | +132.6% | -95.4% | +228.0% | +170.9% |
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 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