+21.2%
DVN vs HTZ
-95.4%
+116.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -8.4% | +6.8% | -0.9% |
| 7D | -19.1% | -14.6% | -4.5% | -18.3% |
| 30D | -11.8% | -20.8% | +8.9% | -10.7% |
| 3M | -1.5% | -18.8% | +17.4% | -1.2% |
| 6M | -8.2% | -74.7% | +66.5% | +0.9% |
| YTD | +17.4% | -68.1% | +85.5% | +23.9% |
| 1Y | +33.5% | -73.5% | +107.0% | +43.5% |
| 3Y | -0.3% | -81.8% | +81.5% | +4.7% |
| All | +21.2% | -95.4% | +116.6% | +61.9% |
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 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