-86.5%
HTZ vs DBX
+26.1%
-112.7%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.8% | +1.9% |
| 7D | +7.5% | -2.4% | +9.9% | +8.0% |
| 30D | +47.4% | -0.5% | +47.9% | +46.9% |
| 3M | -54.9% | +28.1% | -83.0% | -58.7% |
| 6M | -47.0% | +33.1% | -80.1% | -52.9% |
| YTD | -55.3% | +25.3% | -80.5% | -59.2% |
| 1Y | -57.6% | +18.3% | -76.0% | -60.8% |
| All | -86.5% | +26.1% | -112.7% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 3y: compounded portfolio wealth divided by compounded DBX 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…
3y analysis · Full analysis span regression · 6 months rolling