+68.5%
TGT vs HTZ
-81.9%
+150.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.1% | +5.0% | -0.7% |
| 7D | +2.6% | -14.0% | +16.6% | +3.6% |
| 30D | +6.6% | -19.8% | +26.4% | +8.0% |
| 3M | +5.2% | -45.0% | +50.2% | +9.0% |
| 6M | +35.3% | -73.2% | +108.5% | +45.5% |
| YTD | +70.3% | -70.0% | +140.4% | +79.6% |
| 1Y | +81.2% | -75.7% | +156.9% | +94.3% |
| All | +68.5% | -81.9% | +150.4% | +79.9% |
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 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