-28.0%
DPZ vs HTZ
-92.9%
+65.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +9.2% | -3.7% | +5.0% |
| 7D | +10.1% | +18.9% | -8.9% | +9.1% |
| 30D | +14.6% | +26.3% | -11.7% | +13.1% |
| 3M | -6.8% | +49.7% | -56.4% | -9.2% |
| 6M | +4.4% | -61.1% | +65.5% | +8.4% |
| YTD | -16.8% | -56.0% | +39.2% | -14.8% |
| 1Y | -14.5% | -66.4% | +52.0% | -11.0% |
| 3Y | -1.1% | -75.8% | +74.7% | +3.2% |
| 5Y | -28.0% | -93.1% | +65.1% | -16.2% |
| All | -28.0% | -92.9% | +65.0% | -16.2% |
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 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