-31.7%
TEAM vs HTZ
-90.1%
+58.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.0% | -1.9% | -6.3% |
| 7D | -5.7% | -2.5% | -3.2% | -5.4% |
| 30D | +18.3% | -3.7% | +22.1% | +17.8% |
| 3M | +80.2% | -57.0% | +137.2% | +95.1% |
| 6M | +111.0% | -47.0% | +157.9% | +115.8% |
| YTD | +8.8% | -57.5% | +66.3% | +15.0% |
| 1Y | +2.2% | -63.5% | +65.6% | +8.3% |
| 3Y | -14.6% | -86.3% | +71.7% | +9.5% |
| 5Y | -53.8% | -86.8% | +33.0% | -37.2% |
| All | -31.7% | -90.1% | +58.3% | +0.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling