-93.4%
HTZ vs INDA
+21.5%
-114.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | 0.0% | -20.8% | -20.8% |
| 7D | -7.7% | +5.5% | -13.2% | -12.9% |
| 30D | -13.1% | +7.0% | -20.1% | -19.2% |
| 3M | +14.7% | -0.6% | +15.3% | +15.9% |
| 6M | -70.6% | +1.7% | -72.4% | -71.2% |
| YTD | -65.2% | -7.5% | -57.7% | -62.0% |
| 1Y | -73.2% | -7.9% | -65.3% | -70.6% |
| 3Y | -80.8% | +14.1% | -94.9% | -83.6% |
| 5Y | -94.8% | +7.4% | -102.2% | -95.5% |
| All | -93.4% | +21.5% | -114.9% | -95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling