-86.4%
HTZ vs GWW
+224.0%
-310.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.8% |
| 7D | +7.5% | +1.4% | +6.1% | +6.5% |
| 30D | +47.4% | +3.3% | +44.2% | +43.7% |
| 3M | -54.9% | +2.9% | -57.8% | -56.6% |
| 6M | -47.0% | +15.8% | -62.8% | -52.9% |
| YTD | -55.3% | +32.0% | -87.3% | -63.6% |
| 1Y | -57.6% | +29.9% | -87.5% | -65.3% |
| 3Y | -86.6% | +91.1% | -177.7% | -91.5% |
| All | -86.4% | +224.0% | -310.4% | -94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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