-1.4%
BND vs HTZ
-94.4%
+93.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | -0.1% |
| 7D | -1.4% | -8.5% | +7.1% | -1.4% |
| 30D | +0.6% | -18.9% | +19.5% | +0.7% |
| 3M | -1.6% | -36.0% | +34.4% | -1.4% |
| 6M | -1.5% | -74.6% | +73.0% | -0.8% |
| YTD | -1.5% | -70.8% | +69.4% | -0.9% |
| 1Y | -1.1% | -75.3% | +74.2% | -0.4% |
| 3Y | +13.6% | -81.6% | +95.2% | +14.3% |
| All | -1.4% | -94.4% | +93.0% | 0.0% |
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