-93.9%
HTZ vs TRU
-24.2%
-69.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -2.1% | -6.3% | -7.5% |
| 7D | -14.6% | +5.7% | -20.3% | -16.6% |
| 30D | -20.8% | +29.2% | -50.0% | -29.5% |
| 3M | -18.8% | +2.7% | -21.5% | -20.5% |
| 6M | -74.7% | +15.2% | -89.9% | -77.4% |
| YTD | -68.1% | -4.9% | -63.2% | -68.9% |
| 1Y | -73.5% | +3.4% | -76.9% | -75.3% |
| 3Y | -81.8% | +63.2% | -145.0% | -87.9% |
| 5Y | -95.2% | -26.6% | -68.6% | -94.7% |
| All | -93.9% | -24.2% | -69.7% | -94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling