+103.8%
U vs HTZ
-81.5%
+185.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +32.3% | -16.4% | +48.7% | +34.0% |
| 30D | +9.7% | -15.1% | +24.8% | +10.7% |
| 3M | +19.6% | -28.2% | +47.8% | +22.1% |
| 6M | +82.6% | -73.1% | +155.7% | +106.5% |
| YTD | +16.4% | -68.3% | +84.7% | +26.8% |
| 1Y | +28.5% | -75.2% | +103.7% | +44.6% |
| 3Y | +103.8% | -81.1% | +184.9% | +144.0% |
| All | +103.8% | -81.5% | +185.3% | +144.0% |
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