+8.7%
VRSK vs HTZ
-89.5%
+98.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.5% |
| 7D | -3.1% | +7.5% | -10.6% | -3.2% |
| 30D | -1.6% | +47.4% | -49.0% | -2.4% |
| 3M | +3.5% | -54.9% | +58.4% | +4.6% |
| 6M | -13.4% | -47.0% | +33.6% | -13.2% |
| YTD | -16.5% | -55.3% | +38.7% | -16.0% |
| 1Y | -30.6% | -57.6% | +27.1% | -30.3% |
| 3Y | -21.9% | -86.6% | +64.7% | -16.6% |
| 5Y | -6.3% | -86.1% | +79.8% | -0.7% |
| All | +8.7% | -89.5% | +98.2% | +17.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling