-50.5%
SE vs HTZ
-77.9%
+27.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.0% | +6.5% | -1.1% |
| 7D | 0.0% | -27.5% | +27.6% | +1.7% |
| 30D | -19.4% | -21.9% | +2.5% | -18.3% |
| 3M | -33.1% | -29.2% | -3.9% | -31.9% |
| 6M | -11.4% | -75.2% | +63.8% | -7.5% |
| YTD | -39.8% | -70.8% | +31.0% | -39.6% |
| 1Y | -50.5% | -76.1% | +25.6% | -49.5% |
| All | -50.5% | -77.9% | +27.4% | -49.5% |
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 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