-93.4%
HTZ vs HRB
+178.8%
-272.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.8% | -20.0% | -20.6% |
| 7D | -7.7% | +10.7% | -18.5% | -10.3% |
| 30D | -13.1% | +29.0% | -42.1% | -19.4% |
| 3M | +14.7% | +21.0% | -6.2% | +8.9% |
| 6M | -70.6% | +86.9% | -157.6% | -76.3% |
| YTD | -65.2% | +30.5% | -95.7% | -67.8% |
| 1Y | -73.2% | +13.6% | -86.8% | -73.8% |
| 3Y | -80.8% | +42.0% | -122.9% | -83.1% |
| 5Y | -94.8% | +157.2% | -252.0% | -96.6% |
| All | -93.4% | +178.8% | -272.2% | -96.1% |
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