-4.9%
SHOP vs HTZ
-60.6%
+55.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +9.2% | -1.8% | +7.1% |
| 7D | -9.0% | +18.9% | -28.0% | -9.5% |
| 30D | -4.4% | +26.3% | -30.7% | -5.2% |
| 3M | +24.1% | +49.7% | -25.6% | +21.7% |
| 6M | +20.0% | -61.1% | +81.1% | +16.6% |
| YTD | -4.9% | -56.0% | +51.1% | -11.8% |
| 1Y | -4.9% | -66.4% | +61.5% | -3.8% |
| All | -4.9% | -60.6% | +55.7% | -3.8% |
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