-94.8%
HTZ vs HDB
-26.0%
-68.8%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +1.5% | -22.3% | -21.4% |
| 7D | -7.7% | +13.3% | -21.0% | -12.4% |
| 30D | -13.1% | +10.2% | -23.3% | -16.9% |
| 3M | +14.7% | +3.6% | +11.2% | +12.6% |
| 6M | -70.6% | -0.5% | -70.1% | -71.1% |
| YTD | -65.2% | -32.4% | -32.8% | -59.0% |
| 1Y | -73.2% | -31.1% | -42.1% | -68.8% |
| 3Y | -80.8% | -12.6% | -68.2% | -81.0% |
| 5Y | -94.8% | -25.7% | -69.1% | -95.0% |
| All | -94.8% | -26.0% | -68.8% | -95.0% |
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