+109.0%
DOCN vs HTZ
-89.5%
+198.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.5% | +2.6% |
| 7D | +1.1% | +7.5% | -6.3% | -0.3% |
| 30D | -9.6% | +47.4% | -57.1% | -17.8% |
| 3M | -37.7% | -54.9% | +17.2% | -30.9% |
| 6M | +115.2% | -47.0% | +162.2% | +127.3% |
| YTD | +133.7% | -55.3% | +189.0% | +154.0% |
| 1Y | +250.2% | -57.6% | +307.8% | +273.9% |
| 3Y | +320.3% | -86.6% | +406.9% | +479.5% |
| 5Y | +53.1% | -86.1% | +139.2% | +131.4% |
| All | +109.0% | -89.5% | +198.6% | +206.2% |
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 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