+2.2%
UNH vs HTZ
-90.7%
+92.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.4% |
| 7D | -4.5% | -11.3% | +6.8% | -4.5% |
| 30D | -6.5% | -27.1% | +20.6% | -6.4% |
| 3M | -6.0% | -59.5% | +53.5% | -5.6% |
| 6M | +33.7% | -50.5% | +84.1% | +34.1% |
| YTD | +16.4% | -60.3% | +76.7% | +16.8% |
| 1Y | +10.1% | -67.1% | +77.2% | +10.4% |
| 3Y | -16.3% | -87.4% | +71.1% | -12.6% |
| 5Y | +2.1% | -87.2% | +89.3% | +6.8% |
| All | +2.2% | -90.7% | +92.9% | +8.7% |
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