-74.9%
HTZ vs WCN
+47.0%
-121.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.8% | +6.4% | +8.7% |
| 7D | +18.9% | +6.7% | +12.2% | +17.7% |
| 30D | +26.3% | +24.3% | +1.9% | +21.9% |
| 3M | +49.7% | +16.1% | +33.6% | +46.0% |
| 6M | -61.1% | +19.9% | -81.0% | -62.4% |
| YTD | -56.0% | +10.1% | -66.1% | -55.7% |
| 1Y | -66.4% | +14.4% | -80.8% | -66.9% |
| All | -74.9% | +47.0% | -121.9% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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