+67.7%
T vs HTZ
-85.9%
+153.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.3% | -2.0% |
| 7D | -1.3% | +7.5% | -8.7% | -1.5% |
| 30D | +11.4% | +47.4% | -36.1% | +9.7% |
| 3M | +14.3% | -54.9% | +69.2% | +16.1% |
| 6M | -9.3% | -47.0% | +37.7% | -8.6% |
| YTD | +7.1% | -55.3% | +62.4% | +8.3% |
| 1Y | -9.1% | -57.6% | +48.6% | -8.2% |
| 3Y | +105.3% | -86.6% | +191.9% | +121.4% |
| All | +67.7% | -85.9% | +153.5% | +78.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling