-86.4%
HTZ vs HDB
-35.4%
-50.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.8% | +1.5% |
| 7D | +7.5% | +0.4% | +7.0% | +7.2% |
| 30D | +47.4% | -2.8% | +50.2% | +48.9% |
| 3M | -54.9% | -3.5% | -51.4% | -54.9% |
| 6M | -47.0% | -24.7% | -22.3% | -41.2% |
| YTD | -55.3% | -36.6% | -18.7% | -46.5% |
| 1Y | -57.6% | -34.4% | -23.3% | -50.6% |
| 3Y | -86.6% | -24.4% | -62.2% | -85.7% |
| All | -86.4% | -35.4% | -50.9% | -87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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