+43.4%
TDG vs HTZ
-82.4%
+125.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.6% | +3.8% | +1.2% |
| 7D | +1.7% | -8.5% | +10.2% | +1.9% |
| 30D | +9.7% | -18.9% | +28.6% | +10.1% |
| 3M | -2.3% | -36.0% | +33.7% | -1.6% |
| 6M | +1.3% | -74.6% | +75.9% | +3.2% |
| YTD | -8.5% | -70.8% | +62.4% | -6.9% |
| 1Y | -8.1% | -75.3% | +67.2% | -6.5% |
| 3Y | +43.4% | -81.6% | +125.0% | +45.9% |
| All | +43.4% | -82.4% | +125.7% | +45.9% |
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 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