-41.3%
TOST vs HTZ
-92.9%
+51.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +9.2% | -3.7% | +3.8% |
| 7D | +10.7% | +18.9% | -8.2% | +7.3% |
| 30D | +17.7% | +26.3% | -8.5% | +12.4% |
| 3M | +4.6% | +49.7% | -45.1% | -6.0% |
| 6M | +20.3% | -61.1% | +81.4% | +35.3% |
| YTD | -0.4% | -56.0% | +55.6% | +6.1% |
| 1Y | -0.8% | -66.4% | +65.7% | +12.3% |
| 3Y | +102.2% | -75.8% | +178.0% | +121.9% |
| 5Y | -41.3% | -93.1% | +51.8% | +24.1% |
| All | -41.3% | -92.9% | +51.6% | +24.1% |
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