+22.9%
YUM vs HTZ
-87.1%
+110.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.3% | +2.4% | -2.7% |
| 7D | -4.0% | -10.4% | +6.4% | -3.6% |
| 30D | -0.1% | -2.4% | +2.2% | -0.2% |
| 3M | -4.3% | -60.9% | +56.6% | -1.0% |
| 6M | -8.7% | -50.2% | +41.5% | -7.4% |
| YTD | -3.1% | -59.7% | +56.6% | -0.6% |
| 1Y | +1.0% | -66.0% | +67.0% | +3.9% |
| 3Y | +21.0% | -87.1% | +108.0% | +31.7% |
| 5Y | +22.9% | -86.9% | +109.8% | +33.7% |
| All | +22.9% | -87.1% | +110.0% | +33.7% |
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 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