-57.6%
HTZ vs INDA
-5.0%
-52.7%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +7.5% | +0.7% | +6.8% | +7.0% |
| 30D | +47.4% | -0.8% | +48.2% | +48.2% |
| 3M | -54.9% | +3.9% | -58.8% | -56.3% |
| 6M | -47.0% | -0.7% | -46.3% | -48.0% |
| YTD | -55.3% | -7.7% | -47.6% | -57.0% |
| 1Y | -57.6% | -5.1% | -52.5% | -57.2% |
| All | -57.6% | -5.0% | -52.7% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling