-49.1%
TE vs HTZ
-76.0%
+26.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.9% |
| 7D | -10.5% | -16.4% | +5.9% | -8.3% |
| 30D | -32.4% | -15.1% | -17.3% | -30.9% |
| 3M | -60.9% | -28.2% | -32.7% | -59.8% |
| 6M | -62.8% | -73.1% | +10.2% | -61.0% |
| YTD | -65.7% | -68.3% | +2.6% | -66.3% |
| All | -49.1% | -76.0% | +26.8% | -43.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling