+91.4%
CTVA vs HTZ
-92.6%
+184.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +1.8% |
| 7D | +1.6% | -16.4% | +18.0% | +2.6% |
| 30D | -8.5% | -15.1% | +6.6% | -7.7% |
| 3M | +5.3% | -28.2% | +33.5% | +6.9% |
| 6M | -0.1% | -73.1% | +73.0% | +6.9% |
| YTD | +21.2% | -68.3% | +89.5% | +27.2% |
| 1Y | +27.0% | -75.2% | +102.2% | +35.5% |
| 3Y | +87.2% | -81.1% | +168.4% | +93.4% |
| 5Y | +77.9% | -95.0% | +172.9% | +97.5% |
| All | +91.4% | -92.6% | +184.0% | +113.1% |
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