+76.3%
DDOG vs HTZ
-92.5%
+168.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +9.3% | -6.0% | +2.6% |
| 7D | -2.3% | -27.4% | +25.1% | 0.0% |
| 30D | -35.8% | -11.4% | -24.5% | -35.5% |
| 3M | -25.3% | -33.1% | +7.8% | -23.7% |
| 6M | -8.9% | -73.5% | +64.6% | +1.0% |
| YTD | +35.6% | -68.1% | +103.7% | +43.8% |
| 1Y | -6.8% | -74.3% | +67.5% | +1.7% |
| 3Y | +77.9% | -80.9% | +158.8% | +82.5% |
| 5Y | -3.1% | -93.8% | +90.7% | +34.0% |
| All | +76.3% | -92.5% | +168.9% | +146.0% |
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 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