-73.5%
HTZ vs WU
-16.0%
-57.4%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -2.0% | -6.4% | -8.3% |
| 7D | -14.6% | +11.7% | -26.3% | -15.4% |
| 30D | -20.8% | +12.6% | -33.4% | -21.5% |
| 3M | -18.8% | -0.5% | -18.3% | -19.0% |
| 6M | -74.7% | -18.2% | -56.5% | -72.6% |
| YTD | -68.1% | -19.0% | -49.1% | -65.3% |
| 1Y | -73.5% | -16.7% | -56.8% | -72.0% |
| All | -73.5% | -16.0% | -57.4% | -72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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