+12.0%
SPY vs HTZ
-76.0%
+88.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.1% | +5.7% | -0.1% |
| 7D | +3.3% | -14.0% | +17.3% | +3.9% |
| 30D | -2.7% | -19.8% | +17.1% | -1.8% |
| 3M | -1.7% | -45.0% | +43.3% | +0.1% |
| 6M | +3.1% | -73.2% | +76.3% | +8.5% |
| YTD | +11.9% | -70.0% | +81.9% | +15.5% |
| 1Y | +12.0% | -75.7% | +87.7% | +18.0% |
| All | +12.0% | -76.0% | +88.0% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling