-58.4%
TEAM vs HTZ
-94.7%
+36.4%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -20.8% | +17.3% | -0.7% |
| 7D | -10.2% | -7.7% | -2.5% | -9.5% |
| 30D | -5.5% | -13.1% | +7.6% | -4.3% |
| 3M | +61.7% | +14.7% | +47.0% | +55.4% |
| 6M | +98.5% | -70.6% | +169.1% | +124.4% |
| YTD | +13.0% | -65.2% | +78.2% | +21.8% |
| 1Y | +13.5% | -73.2% | +86.7% | +27.4% |
| 3Y | +3.6% | -80.8% | +84.4% | +13.8% |
| 5Y | -58.4% | -94.8% | +36.4% | -31.7% |
| All | -58.4% | -94.7% | +36.4% | -31.7% |
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