+14.7%
HTZ vs TROW
-4.7%
+19.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.4% | -17.4% | -17.8% |
| 7D | -7.7% | +2.0% | -9.7% | -6.1% |
| 30D | -13.1% | +4.9% | -18.0% | -11.7% |
| 3M | +14.7% | -4.3% | +19.0% | -3.2% |
| All | +14.7% | -4.7% | +19.4% | -3.2% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling