+160.8%
RTX vs HTZ
-89.5%
+250.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.7% |
| 7D | -5.2% | +7.5% | -12.6% | -5.4% |
| 30D | -9.4% | +47.4% | -56.8% | -11.0% |
| 3M | +12.3% | -54.9% | +67.2% | +14.7% |
| 6M | -3.1% | -47.0% | +43.9% | -1.8% |
| YTD | +10.7% | -55.3% | +65.9% | +12.8% |
| 1Y | +28.4% | -57.6% | +86.1% | +30.5% |
| 3Y | +147.1% | -86.6% | +233.7% | +167.5% |
| 5Y | +167.2% | -86.1% | +253.4% | +181.9% |
| All | +160.8% | -89.5% | +250.4% | +184.5% |
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