+57.1%
DIA vs HTZ
-95.0%
+152.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.2% |
| 7D | +0.8% | -16.4% | +17.2% | +1.7% |
| 30D | +1.4% | -15.1% | +16.5% | +2.1% |
| 3M | -2.7% | -28.2% | +25.5% | -1.5% |
| 6M | +6.2% | -73.1% | +79.3% | +12.5% |
| YTD | +10.1% | -68.3% | +78.4% | +14.8% |
| 1Y | +13.0% | -75.2% | +88.2% | +19.5% |
| 3Y | +61.9% | -81.1% | +143.0% | +68.9% |
| 5Y | +57.1% | -95.0% | +152.1% | +84.8% |
| All | +57.1% | -95.0% | +152.1% | +84.8% |
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