-11.4%
TEAM vs HTZ
-82.6%
+71.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -8.4% | -7.8% | -15.7% |
| 7D | -19.8% | -14.6% | -5.3% | -19.2% |
| 30D | -21.5% | -20.8% | -0.7% | -20.6% |
| 3M | +39.5% | -18.8% | +58.3% | +40.3% |
| 6M | +73.1% | -74.7% | +147.8% | +82.2% |
| YTD | -5.2% | -68.1% | +62.9% | -2.4% |
| 1Y | -1.6% | -73.5% | +71.9% | +2.4% |
| 3Y | -11.4% | -81.8% | +70.4% | -7.5% |
| All | -11.4% | -82.6% | +71.1% | -7.5% |
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 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