+89.1%
U vs HTZ
-81.0%
+170.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | -20.8% | +35.7% | +17.6% |
| 7D | +24.3% | -7.7% | +32.0% | +24.5% |
| 30D | +8.6% | -13.1% | +21.7% | +9.4% |
| 3M | +37.6% | +14.7% | +22.8% | +31.5% |
| 6M | +78.5% | -70.6% | +149.1% | +99.7% |
| YTD | +10.5% | -65.2% | +75.7% | +19.0% |
| 1Y | +15.2% | -73.2% | +88.4% | +28.5% |
| All | +89.1% | -81.0% | +170.0% | +129.0% |
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 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