+56.7%
TOST vs HTZ
-86.4%
+143.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.3% | 0.0% |
| 7D | -3.4% | +7.5% | -10.9% | -4.0% |
| 30D | -2.4% | +47.4% | -49.9% | -6.4% |
| 3M | +34.6% | -54.9% | +89.5% | +41.0% |
| 6M | +15.2% | -47.0% | +62.2% | +17.1% |
| YTD | -4.4% | -55.3% | +50.9% | -1.2% |
| 1Y | -17.4% | -57.6% | +40.2% | -15.1% |
| All | +56.7% | -86.4% | +143.1% | +89.7% |
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 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