-86.4%
HTZ vs WCN
+30.3%
-116.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.8% |
| 7D | +7.5% | -0.6% | +8.1% | +7.7% |
| 30D | +47.4% | +0.4% | +47.0% | +47.3% |
| 3M | -54.9% | +7.3% | -62.2% | -57.1% |
| 6M | -47.0% | -2.5% | -44.5% | -47.2% |
| YTD | -55.3% | -5.4% | -49.9% | -54.7% |
| 1Y | -57.6% | -8.5% | -49.2% | -56.4% |
| 3Y | -86.6% | +20.8% | -107.4% | -88.8% |
| All | -86.4% | +30.3% | -116.7% | -89.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling