+67.4%
XLI vs HTZ
-82.6%
+150.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -8.4% | +8.5% | +0.5% |
| 7D | -2.8% | -14.6% | +11.8% | -2.3% |
| 30D | -3.1% | -20.8% | +17.7% | -2.3% |
| 3M | -11.7% | -18.8% | +7.1% | -11.4% |
| 6M | -7.6% | -74.7% | +67.1% | -3.0% |
| YTD | +5.7% | -68.1% | +73.8% | +9.2% |
| 1Y | +7.8% | -73.5% | +81.3% | +12.2% |
| 3Y | +67.4% | -81.8% | +149.2% | +75.6% |
| All | +67.4% | -82.6% | +150.0% | +75.6% |
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 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