+14.3%
UAL vs HTZ
-72.5%
+86.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -20.8% | +16.2% | -1.8% |
| 7D | +5.0% | -7.7% | +12.8% | +6.0% |
| 30D | -1.2% | -13.1% | +11.9% | +0.3% |
| 3M | -16.8% | +14.7% | -31.5% | -19.3% |
| 6M | +18.0% | -70.6% | +88.6% | +41.2% |
| YTD | -1.2% | -65.2% | +64.0% | +7.9% |
| 1Y | +14.3% | -73.2% | +87.5% | +38.9% |
| All | +14.3% | -72.5% | +86.8% | +38.9% |
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 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