-91.6%
HTZ vs WCC
+215.7%
-307.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -9.9% | +19.1% | +14.3% |
| 7D | +18.9% | -8.8% | +27.7% | +23.5% |
| 30D | +26.3% | -16.0% | +42.3% | +36.4% |
| 3M | +49.7% | -15.2% | +64.9% | +59.6% |
| 6M | -61.1% | -8.4% | -52.7% | -60.5% |
| YTD | -56.0% | +30.1% | -86.1% | -63.2% |
| 1Y | -66.4% | +26.4% | -92.9% | -71.5% |
| 3Y | -75.8% | +127.6% | -203.4% | -86.1% |
| 5Y | -93.1% | +149.0% | -242.1% | -96.6% |
| All | -91.6% | +215.7% | -307.3% | -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