-79.9%
SMR vs HTZ
-75.7%
-4.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.6% | -0.7% | -2.7% |
| 7D | -8.3% | -8.5% | +0.3% | -6.3% |
| 30D | -20.1% | -18.9% | -1.1% | -16.4% |
| 3M | -52.7% | -36.0% | -16.7% | -47.8% |
| 6M | -61.0% | -74.6% | +13.5% | -47.2% |
| YTD | -67.1% | -70.8% | +3.7% | -58.5% |
| 1Y | -79.9% | -75.3% | -4.6% | -72.8% |
| All | -79.9% | -75.7% | -4.1% | -72.8% |
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