-91.5%
HTZ vs IOVA
-66.0%
-25.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.2% |
| 7D | +7.5% | +9.7% | -2.3% | +6.0% |
| 30D | +47.4% | +102.5% | -55.1% | +32.5% |
| 3M | -54.9% | +100.7% | -155.6% | -59.5% |
| 6M | -47.0% | +106.3% | -153.3% | -53.0% |
| YTD | -55.3% | +222.0% | -277.2% | -62.6% |
| 1Y | -57.6% | +299.5% | -357.2% | -66.0% |
| 3Y | -86.6% | +42.9% | -129.5% | -88.9% |
| 5Y | -86.1% | -65.0% | -21.1% | -86.7% |
| All | -91.5% | -66.0% | -25.4% | -91.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling