+1.5%
SWKS vs HTZ
-76.0%
+77.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +9.2% | -12.1% | -3.6% |
| 7D | -4.9% | +18.9% | -23.9% | -6.3% |
| 30D | -1.2% | +26.3% | -27.4% | -3.3% |
| 3M | +24.2% | +49.7% | -25.5% | +18.9% |
| 6M | +21.5% | -61.1% | +82.6% | +27.8% |
| YTD | +33.5% | -56.0% | +89.5% | +38.4% |
| 1Y | +18.9% | -66.4% | +85.3% | +25.3% |
| All | +1.5% | -76.0% | +77.5% | +14.0% |
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