+176.6%
URI vs HTZ
-94.7%
+271.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -20.8% | +13.7% | -4.6% |
| 7D | -12.9% | -7.7% | -5.2% | -12.3% |
| 30D | -3.4% | -13.1% | +9.7% | -2.1% |
| 3M | -10.0% | +14.7% | -24.8% | -13.3% |
| 6M | +12.2% | -70.6% | +82.8% | +25.9% |
| YTD | +29.8% | -65.2% | +94.9% | +39.8% |
| 1Y | +24.6% | -73.2% | +97.8% | +39.0% |
| 3Y | +137.6% | -80.8% | +218.4% | +162.3% |
| 5Y | +176.6% | -94.8% | +271.4% | +298.2% |
| All | +176.6% | -94.7% | +271.4% | +298.2% |
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