-95.0%
HTZ vs UUUU
-36.6%
-58.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +1.1% | -9.4% | -8.7% |
| 7D | -14.6% | -13.6% | -1.0% | -10.8% |
| 30D | -20.8% | -35.1% | +14.3% | -11.1% |
| 3M | -18.8% | -48.4% | +29.6% | -3.3% |
| 6M | -74.7% | -71.7% | -3.0% | -65.0% |
| YTD | -68.1% | -54.2% | -13.9% | -63.0% |
| 1Y | -73.5% | -56.0% | -17.5% | -69.3% |
| 3Y | -81.8% | -13.1% | -68.8% | -86.0% |
| All | -95.0% | -36.6% | -58.4% | -95.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling