+39.7%
UBER vs HTZ
-92.5%
+132.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.3% | -8.4% | -0.1% |
| 7D | +1.2% | -27.4% | +28.6% | +4.4% |
| 30D | -1.1% | -11.4% | +10.2% | -0.4% |
| 3M | -10.0% | -33.1% | +23.1% | -7.1% |
| 6M | -7.2% | -73.5% | +66.3% | +3.7% |
| YTD | -13.5% | -68.1% | +54.6% | -7.0% |
| 1Y | -24.5% | -74.3% | +49.8% | -16.6% |
| 3Y | +37.0% | -80.9% | +117.9% | +44.4% |
| 5Y | +63.3% | -93.8% | +157.1% | +118.4% |
| All | +39.7% | -92.5% | +132.3% | +77.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling