-94.0%
HTZ vs RRX
+48.0%
-142.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.9% | -7.5% | -4.0% |
| 7D | -16.4% | +12.3% | -28.7% | -21.2% |
| 30D | -15.1% | +9.5% | -24.6% | -19.2% |
| 3M | -28.2% | +1.8% | -30.0% | -29.1% |
| 6M | -73.1% | -15.3% | -57.7% | -71.8% |
| YTD | -68.3% | +29.6% | -97.9% | -74.3% |
| 1Y | -75.2% | +34.1% | -109.3% | -80.3% |
| 3Y | -81.1% | +74.0% | -155.2% | -87.6% |
| 5Y | -95.0% | +14.7% | -109.7% | -96.0% |
| All | -94.0% | +48.0% | -142.0% | -96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 10y: compounded portfolio wealth divided by compounded RRX 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…
10y analysis · Full analysis span regression · 6 months rolling