+13.2%
DVN vs HTZ
-82.4%
+95.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.4% | +0.9% |
| 7D | +10.4% | -8.5% | +18.9% | +10.7% |
| 30D | -6.7% | -18.9% | +12.2% | -6.2% |
| 3M | +5.6% | -36.0% | +41.6% | +7.2% |
| 6M | +0.7% | -74.6% | +75.2% | +6.4% |
| YTD | +29.6% | -70.8% | +100.4% | +34.2% |
| 1Y | +36.3% | -75.3% | +111.6% | +42.8% |
| 3Y | +13.2% | -81.6% | +94.7% | +12.8% |
| All | +13.2% | -82.4% | +95.5% | +12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling