+85.0%
UBER vs HTZ
-85.9%
+170.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.4% |
| 7D | -3.9% | +7.5% | -11.4% | -4.7% |
| 30D | +11.1% | +47.4% | -36.3% | +5.1% |
| 3M | +4.9% | -54.9% | +59.8% | +11.3% |
| 6M | -1.2% | -47.0% | +45.8% | +1.3% |
| YTD | -7.3% | -55.3% | +48.0% | -3.1% |
| 1Y | -17.6% | -57.6% | +40.0% | -15.0% |
| 3Y | +61.1% | -86.6% | +147.7% | +106.1% |
| All | +85.0% | -85.9% | +170.9% | +134.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling