-93.9%
HTZ vs HRB
+167.0%
-261.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -4.2% | -4.2% | -7.1% |
| 7D | -14.6% | +2.7% | -17.3% | -15.0% |
| 30D | -20.8% | +22.1% | -42.9% | -25.3% |
| 3M | -18.8% | +15.7% | -34.5% | -21.9% |
| 6M | -74.7% | +83.3% | -158.0% | -79.5% |
| YTD | -68.1% | +25.0% | -93.1% | -70.1% |
| 1Y | -73.5% | +6.9% | -80.4% | -73.5% |
| 3Y | -81.8% | +39.0% | -120.9% | -83.9% |
| 5Y | -95.2% | +146.4% | -241.6% | -96.8% |
| All | -93.9% | +167.0% | -261.0% | -96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling