-50.3%
TEAM vs HTZ
-85.9%
+35.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.3% | -3.9% | -2.8% |
| 7D | -0.4% | +7.5% | -7.9% | -1.4% |
| 30D | +67.3% | +47.4% | +19.9% | +56.8% |
| 3M | +86.8% | -54.9% | +141.7% | +101.1% |
| 6M | +146.8% | -47.0% | +193.8% | +152.7% |
| YTD | +16.9% | -55.3% | +72.2% | +22.8% |
| 1Y | +12.8% | -57.6% | +70.4% | +16.5% |
| 3Y | -7.3% | -86.6% | +79.3% | +25.1% |
| All | -50.3% | -85.9% | +35.5% | -29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling