-61.5%
DOCS vs HTZ
-58.1%
-3.4%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -2.8% |
| 7D | -1.4% | +7.5% | -8.9% | -1.6% |
| 30D | +21.8% | +47.4% | -25.6% | +21.4% |
| 3M | +27.3% | -54.9% | +82.2% | +26.8% |
| 6M | -0.3% | -47.0% | +46.7% | -1.8% |
| YTD | -40.5% | -55.3% | +14.8% | -41.2% |
| 1Y | -61.5% | -57.6% | -3.9% | -62.2% |
| All | -61.5% | -58.1% | -3.4% | -62.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling