+109.6%
UAL vs HTZ
-94.7%
+204.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -20.8% | +16.2% | -1.3% |
| 7D | +5.0% | -7.7% | +12.8% | +6.1% |
| 30D | -1.2% | -13.1% | +11.9% | +0.6% |
| 3M | -16.8% | +14.7% | -31.5% | -20.4% |
| 6M | +18.0% | -70.6% | +88.6% | +36.7% |
| YTD | -1.2% | -65.2% | +64.0% | +10.0% |
| 1Y | +14.3% | -73.2% | +87.5% | +32.6% |
| 3Y | +194.6% | -80.8% | +275.4% | +235.4% |
| 5Y | +109.6% | -94.8% | +204.4% | +239.3% |
| All | +109.6% | -94.7% | +204.4% | +239.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling