-70.6%
HTZ vs DLTR
+46.2%
-116.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -6.2% | -14.6% | -19.0% |
| 7D | -7.7% | +4.5% | -12.2% | -7.5% |
| 30D | -13.1% | +18.7% | -31.8% | -13.9% |
| 3M | +14.7% | +7.1% | +7.6% | +14.4% |
| 6M | -70.6% | +47.2% | -117.8% | -72.5% |
| All | -70.6% | +46.2% | -116.9% | -72.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling