+22.1%
SYK vs HTZ
-82.6%
+104.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.0% | +7.5% | -0.2% |
| 7D | +4.4% | -27.5% | +32.0% | +5.3% |
| 30D | +16.9% | -21.9% | +38.8% | +17.6% |
| 3M | -5.9% | -29.2% | +23.3% | -5.2% |
| 6M | +14.3% | -75.2% | +89.5% | +17.5% |
| YTD | -6.9% | -70.8% | +63.9% | -4.9% |
| 1Y | -7.6% | -76.1% | +68.5% | -5.3% |
| 3Y | +22.1% | -82.5% | +104.6% | +25.3% |
| All | +22.1% | -82.6% | +104.7% | +25.3% |
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