+18.4%
U vs HTZ
-60.6%
+79.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +9.2% | -4.3% | +3.7% |
| 7D | +7.5% | +18.9% | -11.5% | +5.1% |
| 30D | -7.0% | +26.3% | -33.3% | -10.1% |
| 3M | +20.6% | +49.7% | -29.1% | +12.3% |
| 6M | +53.2% | -61.1% | +114.3% | +57.3% |
| YTD | -3.9% | -56.0% | +52.2% | -4.2% |
| 1Y | +18.4% | -66.4% | +84.8% | +26.4% |
| All | +18.4% | -60.6% | +79.0% | +26.4% |
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