-63.1%
W vs HTZ
-85.9%
+22.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +2.2% |
| 7D | -4.2% | +7.5% | -11.6% | -5.8% |
| 30D | -7.6% | +47.4% | -55.0% | -17.9% |
| 3M | +37.2% | -54.9% | +92.1% | +54.4% |
| 6M | +26.3% | -47.0% | +73.3% | +31.4% |
| YTD | -1.0% | -55.3% | +54.3% | +8.2% |
| 1Y | +20.1% | -57.6% | +77.7% | +27.7% |
| 3Y | +37.8% | -86.6% | +124.4% | +105.6% |
| All | -63.1% | -85.9% | +22.7% | -40.8% |
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 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