-73.2%
HTZ vs IWD
+29.3%
-102.5%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.6% | -18.2% | -13.7% |
| 7D | -7.7% | -0.9% | -6.8% | -3.4% |
| 30D | -13.1% | +2.6% | -15.7% | -16.4% |
| 3M | +14.7% | +1.2% | +13.5% | +14.2% |
| 6M | -70.6% | +12.1% | -82.7% | -78.3% |
| YTD | -65.2% | +24.1% | -89.3% | -80.5% |
| 1Y | -73.2% | +28.5% | -101.7% | -86.8% |
| All | -73.2% | +29.3% | -102.5% | -86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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