-91.6%
HTZ vs HDB
-28.7%
-62.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +5.6% | +3.6% | +7.0% |
| 7D | +18.9% | +12.9% | +6.0% | +13.7% |
| 30D | +26.3% | +10.0% | +16.2% | +21.6% |
| 3M | +49.7% | +1.8% | +47.8% | +48.3% |
| 6M | -61.1% | -2.1% | -59.0% | -61.4% |
| YTD | -56.0% | -33.4% | -22.6% | -48.7% |
| 1Y | -66.4% | -32.9% | -33.6% | -61.0% |
| 3Y | -75.8% | -13.9% | -61.9% | -75.6% |
| 5Y | -93.1% | -26.9% | -66.2% | -93.2% |
| All | -91.6% | -28.7% | -62.9% | -92.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling