-94.8%
HTZ vs RVTY
-10.3%
-84.5%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -5.4% | -15.4% | -18.3% |
| 7D | -7.7% | -9.0% | +1.3% | -3.3% |
| 30D | -13.1% | -1.6% | -11.5% | -12.3% |
| 3M | +14.7% | +31.2% | -16.4% | +0.1% |
| 6M | -70.6% | +63.6% | -134.2% | -77.8% |
| YTD | -65.2% | +56.3% | -121.5% | -73.2% |
| 1Y | -73.2% | +63.3% | -136.5% | -79.8% |
| 3Y | -80.8% | +72.4% | -153.3% | -86.1% |
| 5Y | -94.8% | -9.6% | -85.2% | -94.4% |
| All | -94.8% | -10.3% | -84.5% | -94.4% |
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