+59.6%
DHI vs HTZ
-87.1%
+146.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.0% | +2.0% | -2.6% |
| 7D | -2.0% | -2.5% | +0.4% | -1.8% |
| 30D | -8.3% | -3.7% | -4.6% | -8.5% |
| 3M | -3.7% | -57.0% | +53.3% | +1.4% |
| 6M | -5.4% | -47.0% | +41.6% | -3.4% |
| YTD | -3.0% | -57.5% | +54.5% | +1.1% |
| 1Y | -23.8% | -63.5% | +39.6% | -20.2% |
| 3Y | +21.8% | -86.3% | +108.1% | +41.0% |
| 5Y | +59.6% | -86.8% | +146.4% | +85.0% |
| All | +59.6% | -87.1% | +146.8% | +85.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling