-6.3%
SHOP vs HTZ
-76.0%
+69.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.1% | +4.4% | -1.4% |
| 7D | +2.1% | -14.0% | +16.1% | +2.7% |
| 30D | -16.8% | -19.8% | +2.9% | -16.0% |
| 3M | -2.4% | -45.0% | +42.6% | -1.0% |
| 6M | +47.0% | -73.2% | +120.2% | +45.6% |
| YTD | -8.8% | -70.0% | +61.2% | -14.5% |
| 1Y | -6.3% | -75.7% | +69.4% | -2.7% |
| All | -6.3% | -76.0% | +69.8% | -2.7% |
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