-73.2%
HTZ vs IOVA
+323.0%
-396.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -11.0% | -9.8% | -18.6% |
| 7D | -7.7% | -19.0% | +11.3% | -3.7% |
| 30D | -13.1% | -40.3% | +27.2% | -6.5% |
| 3M | +14.7% | +78.3% | -63.6% | -9.6% |
| 6M | -70.6% | +94.5% | -165.1% | -77.1% |
| YTD | -65.2% | +183.5% | -248.7% | -73.5% |
| 1Y | -73.2% | +327.6% | -400.8% | -79.3% |
| All | -73.2% | +323.0% | -396.1% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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