-0.7%
BND vs HTZ
-92.6%
+91.8%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.7% | 0.0% |
| 7D | +0.4% | -16.4% | +16.8% | +0.5% |
| 30D | +2.0% | -15.1% | +17.1% | +2.1% |
| 3M | -0.4% | -28.2% | +27.8% | -0.2% |
| 6M | -0.9% | -73.1% | +72.1% | -0.3% |
| YTD | -0.3% | -68.3% | +68.0% | +0.1% |
| 1Y | 0.0% | -75.2% | +75.2% | +0.6% |
| 3Y | +15.1% | -81.1% | +96.2% | +15.6% |
| 5Y | -1.5% | -95.0% | +93.5% | -0.5% |
| All | -0.7% | -92.6% | +91.8% | +0.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling