+2,022.6%
STRL vs HTZ
-85.9%
+2,108.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.3% | +4.4% | +5.6% |
| 7D | +3.4% | +7.5% | -4.1% | +2.5% |
| 30D | -9.2% | +47.4% | -56.7% | -14.7% |
| 3M | -51.0% | -54.9% | +3.9% | -47.6% |
| 6M | +15.8% | -47.0% | +62.8% | +21.6% |
| YTD | +58.9% | -55.3% | +114.1% | +69.4% |
| 1Y | +68.5% | -57.6% | +126.2% | +79.0% |
| 3Y | +485.2% | -86.6% | +571.8% | +606.1% |
| All | +2,022.6% | -85.9% | +2,108.4% | +2,355.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling