+106.9%
DVN vs HTZ
-90.1%
+197.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +1.1% |
| 7D | -1.3% | -2.5% | +1.1% | -1.1% |
| 30D | +12.6% | -3.7% | +16.4% | +12.4% |
| 3M | +8.1% | -57.0% | +65.1% | +14.2% |
| 6M | +10.2% | -47.0% | +57.1% | +12.0% |
| YTD | +33.8% | -57.5% | +91.3% | +38.9% |
| 1Y | +43.9% | -63.5% | +107.4% | +50.0% |
| 3Y | +1.7% | -86.3% | +88.1% | +16.0% |
| 5Y | +119.6% | -86.8% | +206.4% | +143.4% |
| All | +106.9% | -90.1% | +197.0% | +136.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling