+149.3%
RTX vs HTZ
-91.9%
+241.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -20.8% | +17.5% | -2.6% |
| 7D | -3.8% | -7.7% | +4.0% | -3.6% |
| 30D | +4.7% | -13.1% | +17.8% | +5.0% |
| 3M | -13.4% | +14.7% | -28.1% | -14.4% |
| 6M | +11.8% | -70.6% | +82.4% | +15.8% |
| YTD | +5.8% | -65.2% | +70.9% | +8.5% |
| 1Y | +11.9% | -73.2% | +85.1% | +15.8% |
| 3Y | +146.3% | -80.8% | +227.1% | +153.0% |
| 5Y | +134.3% | -94.8% | +229.1% | +159.8% |
| All | +149.3% | -91.9% | +241.1% | +173.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling