+244.1%
SU vs HTZ
-92.5%
+336.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.4% | +7.9% | 0.0% |
| 7D | -13.4% | -14.6% | +1.1% | -12.9% |
| 30D | +0.9% | -20.8% | +21.7% | +1.8% |
| 3M | +12.8% | -18.8% | +31.6% | +13.0% |
| 6M | +8.3% | -74.7% | +83.0% | +16.0% |
| YTD | +58.2% | -68.1% | +126.3% | +64.9% |
| 1Y | +67.1% | -73.5% | +140.6% | +76.5% |
| 3Y | +125.6% | -81.8% | +207.4% | +132.2% |
| 5Y | +213.6% | -95.2% | +308.8% | +267.5% |
| All | +244.1% | -92.5% | +336.6% | +277.5% |
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 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