-57.6%
HTZ vs USHY
+4.6%
-62.2%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.4% |
| 7D | +7.5% | -0.1% | +7.6% | +8.1% |
| 30D | +47.4% | +0.1% | +47.3% | +46.9% |
| 3M | -54.9% | +0.8% | -55.7% | -56.6% |
| 6M | -47.0% | +1.7% | -48.7% | -50.2% |
| YTD | -55.3% | +2.5% | -57.7% | -58.6% |
| 1Y | -57.6% | +4.4% | -62.0% | -60.6% |
| All | -57.6% | +4.6% | -62.2% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 1y: compounded portfolio wealth divided by compounded USHY 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…
1y analysis · Full analysis span regression · 6 months rolling