+118.1%
UAL vs HTZ
-89.7%
+207.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +9.2% | -1.2% | +6.6% |
| 7D | +11.9% | +18.9% | -7.0% | +9.0% |
| 30D | +5.2% | +26.3% | -21.0% | +1.4% |
| 3M | -12.7% | +49.7% | -62.4% | -19.4% |
| 6M | +28.5% | -61.1% | +89.6% | +42.1% |
| YTD | +3.5% | -56.0% | +59.6% | +11.1% |
| 1Y | +27.5% | -66.4% | +94.0% | +42.4% |
| 3Y | +208.6% | -75.8% | +284.4% | +231.1% |
| 5Y | +135.6% | -93.1% | +228.6% | +218.6% |
| All | +118.1% | -89.7% | +207.8% | +185.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling