+39.1%
T vs HTZ
-89.7%
+128.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +9.2% | -7.1% | +1.8% |
| 7D | +5.5% | +18.9% | -13.5% | +4.9% |
| 30D | -8.9% | +26.3% | -35.2% | -9.7% |
| 3M | -5.6% | +49.7% | -55.2% | -7.2% |
| 6M | -14.3% | -61.1% | +46.8% | -12.7% |
| YTD | -7.9% | -56.0% | +48.1% | -6.9% |
| 1Y | -6.4% | -66.4% | +60.0% | -4.5% |
| 3Y | +59.8% | -75.8% | +135.6% | +63.5% |
| 5Y | +55.3% | -93.1% | +148.4% | +67.2% |
| All | +39.1% | -89.7% | +128.8% | +48.9% |
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