-73.5%
HTZ vs TROW
+11.7%
-85.2%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.3% | -8.1% | -8.1% |
| 7D | -14.6% | +4.3% | -18.9% | -16.1% |
| 30D | -20.8% | +4.2% | -24.9% | -22.2% |
| 3M | -18.8% | -3.4% | -15.4% | -16.1% |
| 6M | -74.7% | +4.7% | -79.4% | -76.2% |
| YTD | -68.1% | +10.1% | -78.2% | -73.0% |
| 1Y | -73.5% | +11.7% | -85.2% | -78.3% |
| All | -73.5% | +11.7% | -85.2% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling