+86.2%
SU vs HTZ
-60.6%
+146.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +9.2% | -13.7% | -4.0% |
| 7D | -7.1% | +18.9% | -26.0% | -6.2% |
| 30D | +4.8% | +26.3% | -21.5% | +6.1% |
| 3M | +12.5% | +49.7% | -37.2% | +14.6% |
| 6M | +6.5% | -61.1% | +67.6% | +7.0% |
| YTD | +65.8% | -56.0% | +121.8% | +67.1% |
| 1Y | +86.2% | -66.4% | +152.6% | +87.2% |
| All | +86.2% | -60.6% | +146.8% | +87.2% |
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