+160.3%
W vs HTZ
-82.6%
+242.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -8.0% | +4.3% | -2.5% |
| 7D | +1.1% | -27.5% | +28.6% | +6.0% |
| 30D | +6.4% | -21.9% | +28.3% | +10.2% |
| 3M | +9.0% | -29.2% | +38.2% | +13.2% |
| 6M | +69.8% | -75.2% | +145.0% | +100.9% |
| YTD | +12.1% | -70.8% | +82.9% | +26.3% |
| 1Y | 0.0% | -76.1% | +76.1% | +16.6% |
| 3Y | +160.3% | -82.5% | +242.9% | +240.8% |
| All | +160.3% | -82.6% | +242.9% | +240.8% |
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