-93.1%
HTZ vs WPM
+240.1%
-333.2%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +12.0% | -2.8% | +5.4% |
| 7D | +18.9% | +3.9% | +15.1% | +17.4% |
| 30D | +26.3% | -3.5% | +29.8% | +27.1% |
| 3M | +49.7% | +14.1% | +35.6% | +43.5% |
| 6M | -61.1% | +6.2% | -67.3% | -61.9% |
| YTD | -56.0% | +12.4% | -68.4% | -57.9% |
| 1Y | -66.4% | +40.0% | -106.4% | -69.4% |
| 3Y | -75.8% | +199.6% | -275.3% | -82.5% |
| 5Y | -93.1% | +243.6% | -336.7% | -95.2% |
| All | -93.1% | +240.1% | -333.2% | -95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling