-86.5%
HTZ vs WPM
+270.0%
-356.6%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.7% |
| 7D | +7.5% | +1.1% | +6.4% | +6.9% |
| 30D | +47.4% | +26.4% | +21.1% | +35.8% |
| 3M | -54.9% | +20.8% | -75.7% | -58.0% |
| 6M | -47.0% | +1.1% | -48.1% | -48.6% |
| YTD | -55.3% | +32.5% | -87.7% | -59.6% |
| 1Y | -57.6% | +51.5% | -109.2% | -62.9% |
| All | -86.5% | +270.0% | -356.6% | -92.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling