-21.3%
UNH vs HTZ
-82.6%
+61.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.4% | +8.0% | -0.4% |
| 7D | -3.2% | -14.6% | +11.4% | -3.2% |
| 30D | +4.8% | -20.8% | +25.6% | +4.8% |
| 3M | -1.8% | -18.8% | +17.0% | -1.8% |
| 6M | +8.6% | -74.7% | +83.3% | +7.7% |
| YTD | +21.8% | -68.1% | +89.9% | +21.1% |
| 1Y | +25.8% | -73.5% | +99.3% | +24.5% |
| 3Y | -21.3% | -81.8% | +60.5% | -20.6% |
| All | -21.3% | -82.6% | +61.2% | -20.6% |
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