+24.8%
USAR vs HTZ
-58.1%
+82.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.7% |
| 7D | -2.1% | +7.5% | -9.6% | -3.3% |
| 30D | +2.6% | +47.4% | -44.8% | -5.4% |
| 3M | -35.0% | -54.9% | +19.9% | -28.7% |
| 6M | -6.9% | -47.0% | +40.1% | +2.7% |
| YTD | +48.0% | -55.3% | +103.2% | +63.9% |
| 1Y | +24.8% | -57.6% | +82.4% | +34.9% |
| All | +24.8% | -58.1% | +82.9% | +34.9% |
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