-2.1%
DHR vs HTZ
-92.5%
+90.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -8.4% | +10.1% | +2.2% |
| 7D | -0.9% | -14.6% | +13.7% | -0.1% |
| 30D | +5.4% | -20.8% | +26.2% | +6.5% |
| 3M | +15.3% | -18.8% | +34.2% | +15.9% |
| 6M | +32.1% | -74.7% | +106.8% | +40.9% |
| YTD | +1.2% | -68.1% | +69.3% | +5.5% |
| 1Y | +10.1% | -73.5% | +83.6% | +16.0% |
| 3Y | +19.9% | -81.8% | +101.7% | +25.4% |
| 5Y | -8.8% | -95.2% | +86.4% | +1.9% |
| All | -2.1% | -92.5% | +90.5% | +10.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling