-73.2%
HTZ vs USHY
+1.4%
-74.5%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.3% | -20.5% | -19.0% |
| 7D | -7.7% | -0.5% | -7.2% | -4.5% |
| 30D | -13.1% | -0.1% | -13.1% | -12.4% |
| 3M | +14.7% | -2.5% | +17.2% | +32.9% |
| 6M | -70.6% | -1.3% | -69.3% | -68.1% |
| YTD | -65.2% | -0.2% | -65.0% | -63.7% |
| 1Y | -73.2% | +1.3% | -74.5% | -75.7% |
| All | -73.2% | +1.4% | -74.5% | -75.7% |
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