-74.9%
HTZ vs INDA
+14.0%
-88.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.7% | +6.4% | +6.2% |
| 7D | +18.9% | +6.9% | +12.0% | +10.8% |
| 30D | +26.3% | +7.4% | +18.8% | +17.0% |
| 3M | +49.7% | -1.0% | +50.7% | +51.7% |
| 6M | -61.1% | +2.9% | -64.0% | -62.4% |
| YTD | -56.0% | -7.4% | -48.6% | -52.0% |
| 1Y | -66.4% | -7.4% | -59.0% | -63.4% |
| All | -74.9% | +14.0% | -88.9% | -81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling