+95.1%
SLB vs HTZ
-89.5%
+184.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.1% |
| 7D | +0.8% | +7.5% | -6.6% | +0.3% |
| 30D | +15.8% | +47.4% | -31.6% | +11.2% |
| 3M | -0.3% | -54.9% | +54.6% | +4.4% |
| 6M | +21.3% | -47.0% | +68.3% | +24.1% |
| YTD | +52.3% | -55.3% | +107.6% | +57.9% |
| 1Y | +63.6% | -57.6% | +121.3% | +68.4% |
| 3Y | +3.8% | -86.6% | +90.4% | +14.7% |
| 5Y | +128.6% | -86.1% | +214.8% | +144.4% |
| All | +95.1% | -89.5% | +184.6% | +117.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling