-94.0%
HTZ vs IDXX
+12.2%
-106.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -3.0% |
| 7D | -8.5% | +4.2% | -12.7% | -10.2% |
| 30D | -18.9% | +33.1% | -52.0% | -29.1% |
| 3M | -36.0% | +24.2% | -60.3% | -42.3% |
| 6M | -74.6% | +33.2% | -107.8% | -78.1% |
| YTD | -70.8% | +4.1% | -74.9% | -71.7% |
| 1Y | -75.3% | +0.4% | -75.7% | -75.6% |
| 3Y | -81.6% | +62.9% | -144.4% | -86.9% |
| All | -94.0% | +12.2% | -106.2% | -95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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