-68.1%
SE vs HTZ
-85.9%
+17.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.1% |
| 7D | -6.1% | +7.5% | -13.6% | -7.0% |
| 30D | -2.5% | +47.4% | -49.9% | -8.1% |
| 3M | +21.7% | -54.9% | +76.6% | +30.9% |
| 6M | +27.0% | -47.0% | +74.0% | +31.2% |
| YTD | -12.1% | -55.3% | +43.1% | -7.3% |
| 1Y | -40.9% | -57.6% | +16.7% | -38.4% |
| 3Y | +191.0% | -86.6% | +277.6% | +294.3% |
| All | -68.1% | -85.9% | +17.8% | -55.9% |
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