+260.6%
SPOT vs HTZ
-82.6%
+343.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -8.4% | +6.5% | -1.7% |
| 7D | +1.6% | -14.6% | +16.2% | +2.0% |
| 30D | +17.6% | -20.8% | +38.3% | +18.1% |
| 3M | +26.9% | -18.8% | +45.7% | +27.2% |
| 6M | +41.8% | -74.7% | +116.5% | +45.2% |
| YTD | +3.8% | -68.1% | +71.9% | +5.6% |
| 1Y | -2.5% | -73.5% | +71.0% | -0.5% |
| 3Y | +260.6% | -81.8% | +342.4% | +247.9% |
| All | +260.6% | -82.6% | +343.1% | +247.9% |
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