+21.6%
DHI vs HTZ
-87.2%
+108.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.3% | +5.6% | +0.6% |
| 7D | -2.3% | -10.4% | +8.0% | -1.7% |
| 30D | -5.3% | -2.4% | -2.9% | -5.5% |
| 3M | -7.8% | -60.9% | +53.1% | -3.8% |
| 6M | -5.4% | -50.2% | +44.9% | -3.7% |
| YTD | -2.7% | -59.7% | +57.0% | +0.5% |
| 1Y | -21.0% | -66.0% | +45.1% | -18.0% |
| All | +21.6% | -87.2% | +108.7% | +43.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling