-74.0%
HTZ vs USHY
+2.0%
-76.0%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -2.5% |
| 7D | -16.4% | +0.8% | -17.2% | -19.6% |
| 30D | -15.1% | +0.2% | -15.3% | -15.8% |
| 3M | -28.2% | -1.7% | -26.5% | -20.4% |
| 6M | -73.1% | -0.6% | -72.4% | -71.8% |
| YTD | -68.3% | +0.8% | -69.1% | -68.7% |
| All | -74.0% | +2.0% | -76.0% | -76.6% |
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