-66.4%
HTZ vs IVZ
+30.5%
-97.0%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.2% | +5.0% | +6.3% |
| 7D | +18.9% | +2.6% | +16.3% | +16.9% |
| 30D | +26.3% | -3.5% | +29.7% | +29.3% |
| 3M | +49.7% | -7.4% | +57.1% | +56.2% |
| 6M | -61.1% | +14.7% | -75.8% | -65.0% |
| YTD | -56.0% | +14.6% | -70.6% | -60.7% |
| 1Y | -66.4% | +30.7% | -97.1% | -72.9% |
| All | -66.4% | +30.5% | -97.0% | -72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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