-5.1%
SLB vs HTZ
-81.0%
+75.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -20.8% | +17.1% | -2.4% |
| 7D | -7.7% | -7.7% | 0.0% | -7.4% |
| 30D | -0.7% | -13.1% | +12.4% | -0.2% |
| 3M | 0.0% | +14.7% | -14.8% | -2.0% |
| 6M | -10.4% | -70.6% | +60.2% | -4.9% |
| YTD | +31.5% | -65.2% | +96.6% | +36.8% |
| 1Y | +39.1% | -73.2% | +112.3% | +47.0% |
| All | -5.1% | -81.0% | +75.9% | -5.0% |
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 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