-6.1%
SHOP vs HTZ
-73.6%
+67.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +9.3% | -7.5% | +1.4% |
| 7D | -2.5% | -27.4% | +25.0% | -1.2% |
| 30D | -16.7% | -11.4% | -5.4% | -16.2% |
| 3M | -2.2% | -33.1% | +30.9% | -1.4% |
| 6M | +45.6% | -73.5% | +119.1% | +44.5% |
| YTD | -7.3% | -68.1% | +60.8% | -13.3% |
| 1Y | -6.1% | -74.3% | +68.2% | -2.6% |
| All | -6.1% | -73.6% | +67.5% | -2.6% |
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