-65.2%
DOCS vs HTZ
-65.3%
+0.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.3% | +4.3% | -0.8% |
| 7D | -8.1% | -10.4% | +2.3% | -7.8% |
| 30D | -5.6% | -2.4% | -3.3% | -6.1% |
| 3M | +18.3% | -60.9% | +79.2% | +18.1% |
| 6M | -5.1% | -50.2% | +45.1% | -6.4% |
| YTD | -45.4% | -59.7% | +14.4% | -45.9% |
| 1Y | -65.2% | -66.0% | +0.8% | -65.1% |
| All | -65.2% | -65.3% | +0.1% | -65.1% |
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