+240.5%
SPOT vs HTZ
-86.4%
+326.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.5% | -3.2% |
| 7D | -0.9% | +7.5% | -8.4% | -1.1% |
| 30D | +12.5% | +47.4% | -35.0% | +11.3% |
| 3M | +9.9% | -54.9% | +64.8% | +11.4% |
| 6M | +1.6% | -47.0% | +48.6% | +2.4% |
| YTD | -6.6% | -55.3% | +48.7% | -5.6% |
| 1Y | -22.9% | -57.6% | +34.7% | -22.1% |
| All | +240.5% | -86.4% | +326.9% | +241.3% |
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