+168.1%
TRV vs HTZ
-89.5%
+257.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.7% | -1.4% |
| 7D | -0.1% | +7.5% | -7.6% | -0.4% |
| 30D | -3.4% | +47.4% | -50.9% | -5.2% |
| 3M | +26.4% | -54.9% | +81.3% | +29.2% |
| 6M | +19.3% | -47.0% | +66.3% | +20.5% |
| YTD | +28.3% | -55.3% | +83.6% | +30.5% |
| 1Y | +34.3% | -57.6% | +91.9% | +36.1% |
| 3Y | +140.1% | -86.6% | +226.7% | +148.7% |
| 5Y | +155.7% | -86.1% | +241.8% | +154.4% |
| All | +168.1% | -89.5% | +257.6% | +182.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling