+109.8%
TEM vs HTZ
-51.6%
+161.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.6% | +11.6% | +11.1% |
| 7D | +7.6% | -16.4% | +24.0% | +9.3% |
| 30D | +19.0% | -15.1% | +34.2% | +20.5% |
| 3M | +62.2% | -28.2% | +90.4% | +65.8% |
| 6M | +69.4% | -73.1% | +142.4% | +89.2% |
| YTD | +43.0% | -68.3% | +111.3% | +54.3% |
| 1Y | +18.0% | -75.2% | +93.2% | +31.3% |
| All | +109.8% | -51.6% | +161.4% | +82.2% |
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