+43.7%
XLP vs HTZ
-81.0%
+124.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -20.8% | +20.0% | -0.4% |
| 7D | +3.5% | -7.7% | +11.2% | +3.6% |
| 30D | +11.6% | -13.1% | +24.7% | +11.7% |
| 3M | +7.6% | +14.7% | -7.1% | +7.2% |
| 6M | +10.0% | -70.6% | +80.6% | +11.8% |
| YTD | +19.7% | -65.2% | +84.9% | +21.0% |
| 1Y | +23.5% | -73.2% | +96.6% | +25.4% |
| All | +43.7% | -81.0% | +124.7% | +47.3% |
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