-94.0%
HTZ vs UUUU
+19.6%
-113.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.8% | -10.4% | -3.0% |
| 7D | -16.4% | -1.1% | -15.3% | -16.0% |
| 30D | -15.1% | -26.6% | +11.5% | -8.7% |
| 3M | -28.2% | -48.3% | +20.1% | -16.2% |
| 6M | -73.1% | -65.8% | -7.2% | -65.5% |
| YTD | -68.3% | -49.7% | -18.6% | -64.5% |
| 1Y | -75.2% | -53.3% | -21.9% | -72.1% |
| 3Y | -81.1% | -7.4% | -73.8% | -85.0% |
| 5Y | -95.0% | -33.4% | -61.6% | -96.3% |
| All | -94.0% | +19.6% | -113.6% | -95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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