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  • HTZ vs USFD✓SelectedUSD · USFDHTZ vs USFD performance historyLatest closeAs of+1.32%09/04
Stock and ETF performance explorer

HTZ vs USFD

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+52.3%
USFD return
+4.7%
Excess return
+47.6%
Maximum drawdown
-27.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioUSFDExcessAlpha
1D+1.3%-0.4%+1.7%+2.6%
7D+7.5%-3.0%+10.5%+18.3%
30D+47.4%+3.5%+43.9%+31.5%
All+52.3%+4.7%+47.6%+28.2%

Cumulative growth

Daily Returns

Daily percentage return beside USFD.

Daily Out/Under-Performance

Portfolio return minus USFD return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × USFD 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 1mo: compounded portfolio wealth divided by compounded USFD 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…

1mo analysis · Full analysis span regression · Available span rolling