+42.4%
SNOW vs HTZ
-89.5%
+132.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.3% | -6.7% | -5.6% |
| 7D | +2.8% | +7.5% | -4.7% | +1.7% |
| 30D | +6.4% | +47.4% | -41.0% | -1.0% |
| 3M | +38.1% | -54.9% | +93.0% | +49.6% |
| 6M | +100.4% | -47.0% | +147.4% | +106.9% |
| YTD | +53.7% | -55.3% | +109.0% | +62.8% |
| 1Y | +52.0% | -57.6% | +109.6% | +58.4% |
| 3Y | +114.7% | -86.6% | +201.3% | +179.2% |
| 5Y | +8.8% | -86.1% | +94.9% | +50.4% |
| All | +42.4% | -89.5% | +132.0% | +102.1% |
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