-94.4%
HTZ vs TRU
-24.2%
-70.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.7% |
| 7D | -8.5% | 0.0% | -8.6% | -8.5% |
| 30D | -18.9% | +21.3% | -40.2% | -25.7% |
| 3M | -36.0% | +0.2% | -36.3% | -36.6% |
| 6M | -74.6% | +22.4% | -97.0% | -77.9% |
| YTD | -70.8% | -4.8% | -66.0% | -71.6% |
| 1Y | -75.3% | -0.2% | -75.1% | -76.5% |
| 3Y | -81.6% | +57.9% | -139.5% | -87.5% |
| 5Y | -94.4% | -26.1% | -68.3% | -93.9% |
| All | -94.4% | -24.2% | -70.2% | -94.5% |
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