+66.0%
DHI vs HTZ
-94.3%
+160.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -8.0% | +4.2% | -3.1% |
| 7D | +3.1% | -27.5% | +30.6% | +5.8% |
| 30D | +11.0% | -21.9% | +32.9% | +13.0% |
| 3M | +2.1% | -29.2% | +31.3% | +4.1% |
| 6M | +1.7% | -75.2% | +76.9% | +12.3% |
| YTD | +4.9% | -70.8% | +75.7% | +12.5% |
| 1Y | +4.8% | -76.1% | +80.9% | +14.7% |
| 3Y | +25.9% | -82.5% | +108.4% | +35.2% |
| 5Y | +66.0% | -94.1% | +160.1% | +111.8% |
| All | +66.0% | -94.3% | +160.3% | +111.8% |
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