+4.0%
YUM vs HTZ
-63.3%
+67.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.0% | +4.2% | -0.6% |
| 7D | -1.7% | -2.5% | +0.8% | -1.6% |
| 30D | -0.8% | -3.7% | +2.9% | -0.8% |
| 3M | +1.5% | -57.0% | +58.4% | +4.6% |
| 6M | -6.1% | -47.0% | +40.9% | -6.3% |
| YTD | -0.2% | -57.5% | +57.3% | +1.7% |
| All | +4.0% | -63.3% | +67.4% | +4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling