-86.5%
HTZ vs TMF
-42.2%
-44.3%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.3% |
| 7D | +7.5% | -1.4% | +8.9% | +7.7% |
| 30D | +47.4% | -2.8% | +50.3% | +48.0% |
| 3M | -54.9% | -10.9% | -44.0% | -54.3% |
| 6M | -47.0% | -21.3% | -25.7% | -45.1% |
| YTD | -55.3% | -15.9% | -39.4% | -54.2% |
| 1Y | -57.6% | -15.7% | -41.9% | -56.7% |
| All | -86.5% | -42.2% | -44.3% | -86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 3y: compounded portfolio wealth divided by compounded TMF 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…
3y analysis · Full analysis span regression · 6 months rolling