-5.7%
DT vs HTZ
-60.6%
+54.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +9.2% | -9.7% | -0.2% |
| 7D | -25.5% | +18.9% | -44.5% | -25.1% |
| 30D | -22.3% | +26.3% | -48.6% | -21.7% |
| 3M | +2.3% | +49.7% | -47.3% | +3.2% |
| 6M | +20.7% | -61.1% | +81.8% | +20.5% |
| YTD | +7.9% | -56.0% | +64.0% | +4.3% |
| 1Y | -5.7% | -66.4% | +60.7% | -2.4% |
| All | -5.7% | -60.6% | +54.9% | -2.4% |
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