-73.5%
HTZ vs DLTR
+26.0%
-99.5%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -4.9% | -3.5% | -6.8% |
| 7D | -14.6% | -2.0% | -12.5% | -13.0% |
| 30D | -20.8% | +12.8% | -33.5% | -21.6% |
| 3M | -18.8% | +1.1% | -19.9% | -18.1% |
| 6M | -74.7% | +35.9% | -110.6% | -76.4% |
| YTD | -68.1% | +6.6% | -74.7% | -67.8% |
| 1Y | -73.5% | +28.6% | -102.1% | -76.8% |
| All | -73.5% | +26.0% | -99.5% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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