-2.9%
SHOP vs HTZ
-95.4%
+92.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -8.4% | +12.0% | +5.0% |
| 7D | -5.4% | -14.6% | +9.1% | -3.3% |
| 30D | -10.3% | -20.8% | +10.5% | -7.4% |
| 3M | +1.0% | -18.8% | +19.8% | +2.2% |
| 6M | +41.2% | -74.7% | +115.9% | +69.1% |
| YTD | -7.5% | -68.1% | +60.6% | +2.8% |
| 1Y | -4.6% | -73.5% | +68.9% | +9.9% |
| 3Y | +146.4% | -81.8% | +228.2% | +172.7% |
| All | -2.9% | -95.4% | +92.5% | +70.0% |
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