+85.0%
TGT vs HTZ
-59.8%
+144.9%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.9% | -1.0% |
| 7D | -0.6% | -2.5% | +1.8% | -0.6% |
| 30D | +9.5% | -3.7% | +13.3% | +9.5% |
| 3M | +32.3% | -57.0% | +89.2% | +32.0% |
| 6M | +37.0% | -47.0% | +84.0% | +35.8% |
| YTD | +71.0% | -57.5% | +128.5% | +70.3% |
| 1Y | +85.0% | -63.5% | +148.5% | +85.9% |
| All | +85.0% | -59.8% | +144.9% | +85.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling