-70.6%
HTZ vs SCHG
-1.2%
-69.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -5.5% | -15.3% | -13.3% |
| 7D | -7.7% | -6.8% | -0.9% | +1.9% |
| 30D | -13.1% | -11.2% | -2.0% | -0.3% |
| 3M | +14.7% | -7.4% | +22.1% | +27.6% |
| 6M | -70.6% | -1.0% | -69.6% | -70.4% |
| All | -70.6% | -1.2% | -69.4% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 6mo: compounded portfolio wealth divided by compounded SCHG 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…
6mo analysis · Full analysis span regression · 6 months rolling