+0.3%
XRT vs HTZ
-85.9%
+86.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.8% |
| 7D | +0.8% | +7.5% | -6.7% | 0.0% |
| 30D | -4.2% | +47.4% | -51.6% | -9.6% |
| 3M | +5.1% | -54.9% | +60.0% | +12.0% |
| 6M | +2.4% | -47.0% | +49.4% | +5.7% |
| YTD | +3.2% | -55.3% | +58.4% | +8.7% |
| 1Y | +1.5% | -57.6% | +59.2% | +5.9% |
| 3Y | +40.6% | -86.6% | +127.2% | +73.2% |
| All | +0.3% | -85.9% | +86.2% | +25.8% |
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