+44.6%
UBER vs HTZ
-90.1%
+134.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.0% | +1.5% | -2.9% |
| 7D | -2.8% | -2.5% | -0.3% | -2.5% |
| 30D | -2.5% | -3.7% | +1.2% | -2.8% |
| 3M | +4.4% | -57.0% | +61.4% | +11.2% |
| 6M | -2.7% | -47.0% | +44.3% | -0.4% |
| YTD | -10.5% | -57.5% | +47.0% | -6.0% |
| 1Y | -22.5% | -63.5% | +41.0% | -18.4% |
| 3Y | +54.8% | -86.3% | +141.1% | +90.3% |
| 5Y | +82.5% | -86.8% | +169.3% | +126.7% |
| All | +44.6% | -90.1% | +134.6% | +79.5% |
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 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