-19.0%
USAR vs HTZ
-91.9%
+72.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.6% | +3.7% | +1.5% |
| 7D | -0.8% | -8.5% | +7.7% | +0.5% |
| 30D | -20.9% | -18.9% | -2.0% | -18.9% |
| 3M | -56.2% | -36.0% | -20.1% | -53.6% |
| 6M | -67.9% | -74.6% | +6.7% | -62.6% |
| YTD | -31.4% | -70.8% | +39.4% | -21.9% |
| 1Y | -45.1% | -75.3% | +30.2% | -36.4% |
| 3Y | -20.3% | -81.6% | +61.3% | -19.6% |
| All | -19.0% | -91.9% | +72.9% | -18.1% |
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