+125.6%
SU vs HTZ
-82.6%
+208.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.4% | +7.9% | -0.3% |
| 7D | -13.4% | -14.6% | +1.1% | -13.2% |
| 30D | +0.9% | -20.8% | +21.7% | +1.3% |
| 3M | +12.8% | -18.8% | +31.6% | +12.8% |
| 6M | +8.3% | -74.7% | +83.0% | +12.5% |
| YTD | +58.2% | -68.1% | +126.3% | +61.9% |
| 1Y | +67.1% | -73.5% | +140.6% | +72.4% |
| 3Y | +125.6% | -81.8% | +207.4% | +125.0% |
| All | +125.6% | -82.6% | +208.2% | +125.0% |
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 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