-86.5%
HTZ vs ROIV
+200.3%
-286.9%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +0.9% |
| 7D | +7.5% | +0.6% | +6.8% | +7.3% |
| 30D | +47.4% | +1.0% | +46.5% | +46.7% |
| 3M | -54.9% | +18.3% | -73.2% | -57.5% |
| 6M | -47.0% | +18.3% | -65.3% | -50.4% |
| YTD | -55.3% | +61.0% | -116.2% | -62.2% |
| 1Y | -57.6% | +177.9% | -235.5% | -70.3% |
| All | -86.5% | +200.3% | -286.9% | -91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling