+35.8%
UBER vs HTZ
-82.6%
+118.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -8.0% | +6.4% | -1.2% |
| 7D | +5.2% | -27.5% | +32.7% | +6.7% |
| 30D | -2.0% | -21.9% | +19.8% | -1.0% |
| 3M | -10.2% | -29.2% | +19.0% | -9.2% |
| 6M | -7.2% | -75.2% | +68.0% | -2.4% |
| YTD | -14.3% | -70.8% | +56.5% | -11.3% |
| 1Y | -25.6% | -76.1% | +50.6% | -22.2% |
| 3Y | +35.8% | -82.5% | +118.3% | +40.9% |
| All | +35.8% | -82.6% | +118.4% | +40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling