+55.8%
SMR vs HTZ
-82.6%
+138.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.2% | -8.4% | +24.6% | +17.9% |
| 7D | -9.6% | -14.6% | +5.0% | -7.0% |
| 30D | -33.8% | -20.8% | -13.0% | -31.0% |
| 3M | -46.4% | -18.8% | -27.5% | -45.1% |
| 6M | -62.4% | -74.7% | +12.3% | -53.2% |
| YTD | -64.1% | -68.1% | +3.9% | -57.8% |
| 1Y | -84.3% | -73.5% | -10.9% | -81.0% |
| 3Y | +55.8% | -81.8% | +137.6% | +113.5% |
| All | +55.8% | -82.6% | +138.4% | +113.5% |
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