+37.8%
UBER vs HTZ
-93.2%
+130.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.4% | +1.1% |
| 7D | +1.6% | -8.5% | +10.1% | +2.5% |
| 30D | +0.6% | -18.9% | +19.5% | +2.4% |
| 3M | -8.2% | -36.0% | +27.9% | -4.4% |
| 6M | -6.7% | -74.6% | +67.9% | +4.6% |
| YTD | -14.7% | -70.8% | +56.1% | -7.4% |
| 1Y | -24.1% | -75.3% | +51.2% | -15.9% |
| 3Y | +33.4% | -81.6% | +115.0% | +39.9% |
| 5Y | +54.5% | -94.4% | +148.9% | +108.8% |
| All | +37.8% | -93.2% | +130.9% | +76.9% |
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 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