-86.4%
HTZ vs RVMD
+627.7%
-714.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +7.5% | +1.0% | +6.4% | +7.2% |
| 30D | +47.4% | +6.4% | +41.0% | +45.5% |
| 3M | -54.9% | +34.9% | -89.8% | -57.6% |
| 6M | -47.0% | +107.6% | -154.6% | -54.6% |
| YTD | -55.3% | +163.7% | -218.9% | -63.8% |
| 1Y | -57.6% | +439.2% | -496.8% | -70.8% |
| 3Y | -86.6% | +499.2% | -585.8% | -91.3% |
| All | -86.4% | +627.7% | -714.1% | -92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 5y: compounded portfolio wealth divided by compounded RVMD 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…
5y analysis · Full analysis span regression · 6 months rolling