-74.3%
HTZ vs IVZ
+25.0%
-99.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.8% | +10.2% | +10.0% |
| 7D | -27.4% | -2.8% | -24.7% | -25.2% |
| 30D | -11.4% | -2.2% | -9.2% | -9.0% |
| 3M | -33.1% | -8.1% | -25.0% | -28.7% |
| 6M | -73.5% | +3.8% | -77.3% | -74.3% |
| YTD | -68.1% | +11.5% | -79.6% | -70.6% |
| 1Y | -74.3% | +23.7% | -98.0% | -78.1% |
| All | -74.3% | +25.0% | -99.3% | -78.1% |
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