-57.6%
HTZ vs IRM
+34.4%
-92.0%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +0.6% |
| 7D | +7.5% | -0.5% | +7.9% | +7.6% |
| 30D | +47.4% | -8.1% | +55.5% | +51.7% |
| 3M | -54.9% | -9.7% | -45.2% | -52.7% |
| 6M | -47.0% | +10.0% | -57.0% | -48.5% |
| YTD | -55.3% | +43.0% | -98.3% | -60.8% |
| 1Y | -57.6% | +32.7% | -90.3% | -60.3% |
| All | -57.6% | +34.4% | -92.0% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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