-1.1%
UNH vs HTZ
-94.4%
+93.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +0.6% |
| 7D | +3.4% | -8.5% | +11.9% | +3.4% |
| 30D | +3.0% | -18.9% | +21.9% | +3.2% |
| 3M | +2.7% | -36.0% | +38.8% | +3.0% |
| 6M | +2.8% | -74.6% | +77.4% | +3.5% |
| YTD | +25.9% | -70.8% | +96.7% | +26.5% |
| 1Y | +25.8% | -75.3% | +101.1% | +26.3% |
| 3Y | -20.0% | -81.6% | +61.5% | -18.4% |
| All | -1.1% | -94.4% | +93.4% | +7.2% |
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