+120.5%
SHOP vs HTZ
-86.4%
+206.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.7% |
| 7D | -5.1% | +7.5% | -12.6% | -5.7% |
| 30D | +0.6% | +47.4% | -46.8% | -4.1% |
| 3M | +25.0% | -54.9% | +79.9% | +30.7% |
| 6M | +11.9% | -47.0% | +58.9% | +13.1% |
| YTD | -9.9% | -55.3% | +45.4% | -7.4% |
| 1Y | 0.0% | -57.6% | +57.6% | +1.7% |
| All | +120.5% | -86.4% | +206.9% | +190.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling