+35.6%
UBER vs HTZ
-92.5%
+128.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.4% | +8.1% | +0.6% |
| 7D | +5.1% | -14.6% | +19.7% | +6.6% |
| 30D | +0.2% | -20.8% | +21.0% | +2.3% |
| 3M | -2.7% | -18.8% | +16.1% | -1.9% |
| 6M | -13.4% | -74.7% | +61.3% | -2.6% |
| YTD | -16.1% | -68.1% | +52.0% | -9.6% |
| 1Y | -25.5% | -73.5% | +47.9% | -18.1% |
| 3Y | +42.5% | -81.8% | +124.3% | +52.5% |
| 5Y | +45.3% | -95.2% | +140.6% | +97.5% |
| All | +35.6% | -92.5% | +128.1% | +72.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling