+53.3%
DIA vs HTZ
-95.4%
+148.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.4% | +8.0% | +0.1% |
| 7D | -0.9% | -14.6% | +13.6% | -0.2% |
| 30D | +0.3% | -20.8% | +21.0% | +1.3% |
| 3M | -4.5% | -18.8% | +14.3% | -4.0% |
| 6M | +3.4% | -74.7% | +78.0% | +9.9% |
| YTD | +7.8% | -68.1% | +75.9% | +12.4% |
| 1Y | +10.7% | -73.5% | +84.2% | +16.6% |
| 3Y | +57.5% | -81.8% | +139.4% | +65.3% |
| All | +53.3% | -95.4% | +148.7% | +80.2% |
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