+66.1%
DHI vs HTZ
-93.2%
+159.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.4% | +1.0% |
| 7D | -4.1% | -8.5% | +4.4% | -3.4% |
| 30D | +9.3% | -18.9% | +28.2% | +10.9% |
| 3M | -2.6% | -36.0% | +33.5% | +0.7% |
| 6M | +4.1% | -74.6% | +78.7% | +14.5% |
| YTD | +2.3% | -70.8% | +73.1% | +9.7% |
| 1Y | +2.7% | -75.3% | +78.0% | +12.0% |
| 3Y | +23.2% | -81.6% | +104.8% | +29.3% |
| 5Y | +57.3% | -94.4% | +151.8% | +94.0% |
| All | +66.1% | -93.2% | +159.3% | +107.4% |
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