-73.5%
HTZ vs BBWI
-6.0%
-67.5%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -3.3% | -5.1% | -7.8% |
| 7D | -14.6% | -6.2% | -8.4% | -13.2% |
| 30D | -20.8% | +19.9% | -40.7% | -22.1% |
| 3M | -18.8% | +7.1% | -26.0% | -19.1% |
| 6M | -74.7% | +13.7% | -88.4% | -75.8% |
| YTD | -68.1% | +9.6% | -77.7% | -69.1% |
| 1Y | -73.5% | -1.6% | -71.8% | -74.1% |
| All | -73.5% | -6.0% | -67.5% | -74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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