-73.2%
HTZ vs INDA
-7.4%
-65.8%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | 0.0% | -20.8% | -20.8% |
| 7D | -7.7% | +5.5% | -13.2% | -12.5% |
| 30D | -13.1% | +7.0% | -20.1% | -18.8% |
| 3M | +14.7% | -0.6% | +15.3% | +15.4% |
| 6M | -70.6% | +1.7% | -72.4% | -71.2% |
| YTD | -65.2% | -7.5% | -57.7% | -63.3% |
| 1Y | -73.2% | -7.9% | -65.3% | -72.0% |
| All | -73.2% | -7.4% | -65.8% | -72.0% |
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