-57.6%
HTZ vs WSM
+19.9%
-77.5%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +0.4% |
| 7D | +7.5% | -3.3% | +10.7% | +8.9% |
| 30D | +47.4% | -8.4% | +55.8% | +53.2% |
| 3M | -54.9% | +9.7% | -64.6% | -58.6% |
| 6M | -47.0% | +16.7% | -63.7% | -53.2% |
| YTD | -55.3% | +28.7% | -83.9% | -61.7% |
| 1Y | -57.6% | +13.7% | -71.3% | -61.8% |
| All | -57.6% | +19.9% | -77.5% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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