+8.8%
DXCM vs HTZ
-58.1%
+66.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -2.0% |
| 7D | -3.2% | +7.5% | -10.7% | -3.3% |
| 30D | +6.3% | +47.4% | -41.1% | +6.2% |
| 3M | +21.1% | -54.9% | +76.0% | +23.4% |
| 6M | +20.6% | -47.0% | +67.6% | +21.9% |
| YTD | +32.4% | -55.3% | +87.7% | +34.3% |
| 1Y | +8.8% | -57.6% | +66.5% | +9.7% |
| All | +8.8% | -58.1% | +66.9% | +9.7% |
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