-80.2%
HTZ vs UUUU
-19.2%
-60.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -8.2% | -12.6% | -18.8% |
| 7D | -7.7% | -19.9% | +12.2% | -2.5% |
| 30D | -13.1% | -41.5% | +28.4% | -1.7% |
| 3M | +14.7% | -47.0% | +61.8% | +33.1% |
| 6M | -70.6% | -68.7% | -1.9% | -62.2% |
| YTD | -65.2% | -54.7% | -10.5% | -60.1% |
| 1Y | -73.2% | -59.3% | -13.8% | -68.8% |
| All | -80.2% | -19.2% | -60.9% | -85.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling