-12.2%
UNH vs HTZ
-86.4%
+74.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -0.9% |
| 7D | +1.1% | +7.5% | -6.4% | +1.1% |
| 30D | -3.8% | +47.4% | -51.2% | -3.3% |
| 3M | +0.7% | -54.9% | +55.6% | +0.3% |
| 6M | +37.9% | -47.0% | +84.9% | +37.7% |
| YTD | +21.9% | -55.3% | +77.2% | +21.4% |
| 1Y | +31.4% | -57.6% | +89.0% | +31.1% |
| All | -12.2% | -86.4% | +74.2% | -12.1% |
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