+52.2%
UNP vs HTZ
-85.9%
+138.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.2% | +0.1% |
| 7D | -5.3% | +7.5% | -12.8% | -5.7% |
| 30D | -1.5% | +47.4% | -49.0% | -4.1% |
| 3M | +10.3% | -54.9% | +65.2% | +13.8% |
| 6M | +9.7% | -47.0% | +56.7% | +11.2% |
| YTD | +27.1% | -55.3% | +82.4% | +30.2% |
| 1Y | +32.6% | -57.6% | +90.2% | +35.2% |
| 3Y | +40.0% | -86.6% | +126.6% | +54.7% |
| All | +52.2% | -85.9% | +138.1% | +56.8% |
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