-91.5%
HTZ vs WCC
+249.8%
-341.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.9% | -2.5% | -0.8% |
| 7D | +7.5% | +4.5% | +3.0% | +4.9% |
| 30D | +47.4% | -5.8% | +53.2% | +51.4% |
| 3M | -54.9% | -3.7% | -51.2% | -54.6% |
| 6M | -47.0% | +23.1% | -70.1% | -53.2% |
| YTD | -55.3% | +44.2% | -99.4% | -63.8% |
| 1Y | -57.6% | +62.1% | -119.7% | -68.6% |
| 3Y | -86.6% | +121.1% | -207.7% | -92.1% |
| 5Y | -86.1% | +214.0% | -300.1% | -93.9% |
| All | -91.5% | +249.8% | -341.2% | -96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 all: compounded portfolio wealth divided by compounded WCC 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…
all analysis · Full analysis span regression · 6 months rolling