-13.0%
USAR vs HTZ
-91.2%
+78.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.6% | +7.1% | +6.6% |
| 7D | -1.1% | -16.4% | +15.3% | +1.1% |
| 30D | -30.3% | -15.1% | -15.2% | -29.0% |
| 3M | -54.7% | -28.2% | -26.5% | -53.2% |
| 6M | -67.5% | -73.1% | +5.6% | -62.5% |
| YTD | -26.4% | -68.3% | +41.9% | -17.2% |
| 1Y | -49.5% | -75.2% | +25.7% | -41.7% |
| 3Y | -14.5% | -81.1% | +66.7% | -14.7% |
| All | -13.0% | -91.2% | +78.2% | -13.1% |
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