-1.7%
SYK vs HTZ
-86.1%
+84.4%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.0% | -3.8% | -8.7% |
| 7D | -12.9% | -2.5% | -10.5% | -12.8% |
| 30D | -18.5% | -3.7% | -14.7% | -18.5% |
| 3M | -8.1% | -57.0% | +48.9% | -6.5% |
| 6M | -23.8% | -47.0% | +23.2% | -23.1% |
| YTD | -20.9% | -57.5% | +36.6% | -19.8% |
| 1Y | -29.0% | -63.5% | +34.5% | -27.8% |
| 3Y | -1.7% | -86.3% | +84.6% | +14.8% |
| All | -1.7% | -86.1% | +84.4% | +14.8% |
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