+199.3%
URI vs HTZ
-95.0%
+294.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.6% | +7.5% | +7.0% |
| 7D | -4.0% | -16.4% | +12.4% | -2.2% |
| 30D | +6.8% | -15.1% | +21.9% | +8.5% |
| 3M | -2.8% | -28.2% | +25.4% | -0.2% |
| 6M | +20.9% | -73.1% | +93.9% | +37.0% |
| YTD | +40.2% | -68.3% | +108.5% | +52.8% |
| 1Y | +34.1% | -75.2% | +109.3% | +51.0% |
| 3Y | +164.1% | -81.1% | +245.3% | +187.5% |
| 5Y | +199.3% | -95.0% | +294.3% | +334.7% |
| All | +199.3% | -95.0% | +294.3% | +334.7% |
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