+57.8%
T vs HTZ
-94.3%
+152.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.1% | +5.7% | -0.2% |
| 7D | +1.6% | -14.0% | +15.6% | +2.1% |
| 30D | -2.9% | -19.8% | +16.9% | -2.4% |
| 3M | -7.5% | -45.0% | +37.5% | -6.0% |
| 6M | -9.9% | -73.2% | +63.3% | -7.0% |
| YTD | -6.4% | -70.0% | +63.6% | -4.2% |
| 1Y | -9.4% | -75.7% | +66.3% | -6.6% |
| 3Y | +64.9% | -82.1% | +146.9% | +71.3% |
| All | +57.8% | -94.3% | +152.1% | +79.5% |
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