+101.9%
SPOT vs HTZ
-89.5%
+191.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.5% | -3.3% |
| 7D | -0.9% | +7.5% | -8.4% | -1.6% |
| 30D | +12.5% | +47.4% | -35.0% | +7.5% |
| 3M | +9.9% | -54.9% | +64.8% | +15.6% |
| 6M | +1.6% | -47.0% | +48.6% | +4.0% |
| YTD | -6.6% | -55.3% | +48.7% | -3.0% |
| 1Y | -22.9% | -57.6% | +34.7% | -20.5% |
| 3Y | +244.3% | -86.6% | +330.9% | +327.9% |
| 5Y | +117.8% | -86.1% | +203.9% | +165.6% |
| All | +101.9% | -89.5% | +191.5% | +154.0% |
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