+52.5%
SO vs HTZ
-82.6%
+135.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -8.0% | +8.1% | +0.1% |
| 7D | -0.1% | -27.5% | +27.4% | +0.1% |
| 30D | +8.7% | -21.9% | +30.6% | +8.8% |
| 3M | +3.4% | -29.2% | +32.6% | +3.5% |
| 6M | +3.7% | -75.2% | +78.9% | +4.6% |
| YTD | +10.0% | -70.8% | +80.9% | +10.7% |
| 1Y | +6.6% | -76.1% | +82.7% | +7.5% |
| 3Y | +52.5% | -82.5% | +135.0% | +54.1% |
| All | +52.5% | -82.6% | +135.1% | +54.1% |
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 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