-74.0%
HTZ vs WSM
+34.5%
-108.6%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | -2.5% |
| 7D | -16.4% | +0.9% | -17.3% | -16.1% |
| 30D | -15.1% | +8.6% | -23.7% | -17.8% |
| 3M | -28.2% | +4.2% | -32.4% | -29.2% |
| 6M | -73.1% | +44.6% | -117.7% | -79.4% |
| YTD | -68.3% | +48.5% | -116.8% | -75.2% |
| All | -74.0% | +34.5% | -108.6% | -78.5% |
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