+98.3%
USB vs HTZ
-86.4%
+184.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.3% |
| 7D | +1.4% | +7.5% | -6.0% | +0.9% |
| 30D | -1.3% | +47.4% | -48.7% | -4.6% |
| 3M | +15.2% | -54.9% | +70.1% | +20.0% |
| 6M | +18.8% | -47.0% | +65.8% | +21.3% |
| YTD | +21.0% | -55.3% | +76.3% | +25.0% |
| 1Y | +34.0% | -57.6% | +91.7% | +37.8% |
| All | +98.3% | -86.4% | +184.7% | +148.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling