-76.5%
HTZ vs WPM
+33.2%
-109.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -5.1% | -2.9% | -5.6% |
| 7D | -27.5% | +16.4% | -43.9% | -32.7% |
| 30D | -21.9% | -1.5% | -20.4% | -21.9% |
| 3M | -29.2% | +2.6% | -31.8% | -31.2% |
| 6M | -75.2% | -1.3% | -73.9% | -75.9% |
| YTD | -70.8% | +16.8% | -87.6% | -74.6% |
| All | -76.5% | +33.2% | -109.6% | -80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling