-61.1%
HTZ vs IVZ
+16.0%
-77.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.2% | +5.0% | +5.9% |
| 7D | +18.9% | +2.6% | +16.3% | +16.5% |
| 30D | +26.3% | -3.5% | +29.7% | +29.4% |
| 3M | +49.7% | -7.4% | +57.1% | +56.5% |
| 6M | -61.1% | +14.7% | -75.8% | -67.9% |
| All | -61.1% | +16.0% | -77.1% | -67.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling