-86.5%
HTZ vs UUUU
+94.2%
-180.8%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.1% |
| 7D | +7.5% | -1.4% | +8.8% | +7.8% |
| 30D | +47.4% | +16.3% | +31.1% | +42.6% |
| 3M | -54.9% | -16.7% | -38.2% | -53.4% |
| 6M | -47.0% | -33.7% | -13.4% | -43.2% |
| YTD | -55.3% | -0.5% | -54.8% | -57.2% |
| 1Y | -57.6% | +28.9% | -86.5% | -65.5% |
| All | -86.5% | +94.2% | -180.8% | -91.9% |
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