+26.0%
TMO vs HTZ
-65.3%
+91.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.3% | +5.7% | +0.6% |
| 7D | -0.5% | -10.4% | +9.9% | -0.1% |
| 30D | +1.0% | -2.4% | +3.4% | +0.9% |
| 3M | +22.7% | -60.9% | +83.6% | +27.1% |
| 6M | +19.0% | -50.2% | +69.2% | +20.9% |
| YTD | +4.7% | -59.7% | +64.5% | +7.9% |
| 1Y | +26.0% | -66.0% | +92.0% | +30.2% |
| All | +26.0% | -65.3% | +91.3% | +30.2% |
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 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