+56.1%
DOCN vs HTZ
-89.7%
+145.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +9.2% | -16.3% | -8.7% |
| 7D | -20.0% | +18.9% | -39.0% | -22.6% |
| 30D | -38.8% | +26.3% | -65.0% | -41.7% |
| 3M | -34.8% | +49.7% | -84.5% | -41.5% |
| 6M | -22.8% | -61.1% | +38.3% | -12.7% |
| YTD | +74.6% | -56.0% | +130.6% | +88.5% |
| 1Y | +116.4% | -66.4% | +182.9% | +145.3% |
| 3Y | +239.3% | -75.8% | +315.1% | +268.5% |
| 5Y | -20.2% | -93.1% | +72.8% | +17.7% |
| All | +56.1% | -89.7% | +145.9% | +127.3% |
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