+193.7%
TRV vs HTZ
-93.2%
+286.9%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.1% |
| 7D | +2.0% | -8.5% | +10.6% | +2.3% |
| 30D | +6.7% | -18.9% | +25.6% | +7.4% |
| 3M | +9.4% | -36.0% | +45.4% | +10.8% |
| 6M | +37.7% | -74.6% | +112.3% | +43.5% |
| YTD | +40.6% | -70.8% | +111.4% | +44.8% |
| 1Y | +42.4% | -75.3% | +117.7% | +47.7% |
| 3Y | +148.1% | -81.6% | +229.7% | +149.5% |
| 5Y | +181.7% | -94.4% | +276.1% | +197.3% |
| All | +193.7% | -93.2% | +286.9% | +212.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling