-86.5%
HTZ vs TROW
+12.4%
-99.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +2.2% |
| 7D | +7.5% | -1.3% | +8.8% | +8.7% |
| 30D | +47.4% | -4.5% | +52.0% | +52.9% |
| 3M | -54.9% | +3.9% | -58.8% | -57.3% |
| 6M | -47.0% | +22.6% | -69.6% | -57.1% |
| YTD | -55.3% | +10.1% | -65.4% | -60.1% |
| 1Y | -57.6% | +3.6% | -61.2% | -60.2% |
| All | -86.5% | +12.4% | -99.0% | -88.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling