-86.4%
HTZ vs WTW
+56.1%
-142.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.5% | +2.0% |
| 7D | +7.5% | -2.6% | +10.1% | +8.3% |
| 30D | +47.4% | -1.0% | +48.4% | +48.0% |
| 3M | -54.9% | +29.9% | -84.8% | -58.9% |
| 6M | -47.0% | +10.7% | -57.7% | -48.9% |
| YTD | -55.3% | +2.6% | -57.8% | -55.4% |
| 1Y | -57.6% | +2.8% | -60.4% | -57.9% |
| 3Y | -86.6% | +67.3% | -153.9% | -90.2% |
| All | -86.4% | +56.1% | -142.5% | -90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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