-49.3%
SWKS vs HTZ
-89.7%
+40.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +9.2% | -12.1% | -3.9% |
| 7D | -4.9% | +18.9% | -23.9% | -6.9% |
| 30D | -1.2% | +26.3% | -27.4% | -4.1% |
| 3M | +24.2% | +49.7% | -25.5% | +16.6% |
| 6M | +21.5% | -61.1% | +82.6% | +30.9% |
| YTD | +33.5% | -56.0% | +89.5% | +40.5% |
| 1Y | +18.9% | -66.4% | +85.3% | +28.7% |
| 3Y | +0.4% | -75.8% | +76.1% | +6.6% |
| 5Y | -44.3% | -93.1% | +48.8% | -31.8% |
| All | -49.3% | -89.7% | +40.4% | -38.7% |
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