+40.2%
UNP vs HTZ
-94.4%
+134.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.4% |
| 7D | +4.2% | -8.5% | +12.8% | +4.7% |
| 30D | +5.6% | -18.9% | +24.5% | +6.5% |
| 3M | +2.0% | -36.0% | +38.1% | +4.0% |
| 6M | +15.4% | -74.6% | +90.0% | +22.6% |
| YTD | +32.7% | -70.8% | +103.5% | +38.6% |
| 1Y | +39.4% | -75.3% | +114.7% | +47.0% |
| 3Y | +54.3% | -81.6% | +135.9% | +60.1% |
| All | +40.2% | -94.4% | +134.6% | +66.1% |
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 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