-33.7%
UPS vs HTZ
-85.9%
+52.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.3% |
| 7D | -2.9% | +7.5% | -10.4% | -3.5% |
| 30D | -3.5% | +47.4% | -50.9% | -7.7% |
| 3M | -5.7% | -54.9% | +49.2% | -0.8% |
| 6M | -4.4% | -47.0% | +42.6% | -1.7% |
| YTD | +8.0% | -55.3% | +63.3% | +12.7% |
| 1Y | +29.0% | -57.6% | +86.7% | +33.7% |
| 3Y | -27.7% | -86.6% | +58.9% | -16.7% |
| All | -33.7% | -85.9% | +52.1% | -27.7% |
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 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