-4.6%
HD vs HTZ
-60.6%
+56.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +9.2% | -2.7% | +6.2% |
| 7D | +11.9% | +18.9% | -7.0% | +11.2% |
| 30D | +26.4% | +26.3% | +0.2% | +25.3% |
| 3M | +2.8% | +49.7% | -46.8% | +1.3% |
| 6M | +15.5% | -61.1% | +76.6% | +19.4% |
| YTD | +5.5% | -56.0% | +61.6% | +7.0% |
| 1Y | -4.6% | -66.4% | +61.8% | +2.0% |
| All | -4.6% | -60.6% | +56.0% | +2.0% |
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