-49.8%
USAR vs HTZ
-60.6%
+10.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +9.2% | -15.0% | -8.0% |
| 7D | -21.8% | +18.9% | -40.7% | -25.2% |
| 30D | -39.9% | +26.3% | -66.2% | -43.7% |
| 3M | -52.5% | +49.7% | -102.2% | -58.8% |
| 6M | -67.9% | -61.1% | -6.8% | -60.1% |
| YTD | -31.1% | -56.0% | +24.9% | -19.8% |
| 1Y | -49.8% | -66.4% | +16.6% | -25.8% |
| All | -49.8% | -60.6% | +10.8% | -25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling