-93.1%
HTZ vs BBWI
-64.5%
-28.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.1% | +5.1% | +7.6% |
| 7D | +18.9% | +8.8% | +10.2% | +15.2% |
| 30D | +26.3% | +34.8% | -8.6% | +12.7% |
| 3M | +49.7% | +12.9% | +36.7% | +40.3% |
| 6M | -61.1% | +29.6% | -90.7% | -66.7% |
| YTD | -56.0% | +20.8% | -76.8% | -61.6% |
| 1Y | -66.4% | +4.1% | -70.5% | -69.4% |
| 3Y | -75.8% | -21.0% | -54.7% | -76.1% |
| 5Y | -93.1% | -64.8% | -28.3% | -90.5% |
| All | -93.1% | -64.5% | -28.6% | -90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling