-91.6%
HTZ vs ACWI
+70.7%
-162.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.7% | +7.5% | +6.6% |
| 7D | +18.9% | -0.5% | +19.4% | +19.9% |
| 30D | +26.3% | -1.6% | +27.9% | +29.8% |
| 3M | +49.7% | -1.3% | +51.0% | +53.5% |
| 6M | -61.1% | +5.8% | -66.9% | -64.2% |
| YTD | -56.0% | +12.7% | -68.8% | -63.0% |
| 1Y | -66.4% | +15.0% | -81.4% | -72.5% |
| 3Y | -75.8% | +77.5% | -153.3% | -90.0% |
| 5Y | -93.1% | +61.9% | -154.9% | -96.5% |
| All | -91.6% | +70.7% | -162.3% | -96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 all: compounded portfolio wealth divided by compounded ACWI 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…
all analysis · Full analysis span regression · 6 months rolling