-86.4%
HTZ vs RVTY
-30.5%
-55.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +7.5% | +1.1% | +6.4% | +6.9% |
| 30D | +47.4% | +13.2% | +34.2% | +38.8% |
| 3M | -54.9% | +27.2% | -82.1% | -61.0% |
| 6M | -47.0% | +32.4% | -79.4% | -55.2% |
| YTD | -55.3% | +34.9% | -90.1% | -62.7% |
| 1Y | -57.6% | +52.4% | -110.0% | -67.0% |
| 3Y | -86.6% | +12.3% | -98.9% | -88.2% |
| All | -86.4% | -30.5% | -55.8% | -86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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