+91.8%
CTVA vs HTZ
-92.5%
+184.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +9.3% | -9.6% | -0.9% |
| 7D | -1.0% | -27.4% | +26.5% | +1.0% |
| 30D | -8.7% | -11.4% | +2.6% | -8.2% |
| 3M | +6.4% | -33.1% | +39.4% | +8.5% |
| 6M | -1.9% | -73.5% | +71.6% | +5.1% |
| YTD | +21.5% | -68.1% | +89.6% | +27.4% |
| 1Y | +24.3% | -74.3% | +98.6% | +32.2% |
| 3Y | +91.8% | -80.9% | +172.7% | +97.8% |
| 5Y | +78.4% | -93.8% | +172.2% | +97.6% |
| All | +91.8% | -92.5% | +184.4% | +113.5% |
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