+22.7%
USB vs HTZ
-94.7%
+117.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -20.8% | +18.7% | -0.2% |
| 7D | -1.5% | -7.7% | +6.3% | -1.0% |
| 30D | +4.3% | -13.1% | +17.4% | +5.2% |
| 3M | -6.1% | +14.7% | -20.8% | -8.7% |
| 6M | +9.4% | -70.6% | +80.0% | +19.3% |
| YTD | +15.2% | -65.2% | +80.3% | +22.2% |
| 1Y | +32.8% | -73.2% | +105.9% | +44.4% |
| 3Y | +91.3% | -80.8% | +172.1% | +106.3% |
| 5Y | +22.7% | -94.8% | +117.5% | +55.4% |
| All | +22.7% | -94.7% | +117.4% | +55.4% |
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