+43.0%
SN vs HTZ
-58.1%
+101.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.4% | -1.1% |
| 7D | -9.3% | +7.5% | -16.8% | -9.6% |
| 30D | -4.8% | +47.4% | -52.2% | -7.2% |
| 3M | +40.4% | -54.9% | +95.3% | +46.1% |
| 6M | +50.9% | -47.0% | +98.0% | +53.2% |
| YTD | +54.9% | -55.3% | +110.2% | +59.1% |
| 1Y | +43.0% | -57.6% | +100.7% | +48.2% |
| All | +43.0% | -58.1% | +101.1% | +48.2% |
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