-73.2%
HTZ vs WU
-12.6%
-60.6%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +6.5% | -27.3% | -20.8% |
| 7D | -7.7% | +13.0% | -20.8% | -8.3% |
| 30D | -13.1% | +14.3% | -27.4% | -13.6% |
| 3M | +14.7% | +0.1% | +14.6% | +14.4% |
| 6M | -70.6% | -17.7% | -52.9% | -68.3% |
| YTD | -65.2% | -17.3% | -47.8% | -62.4% |
| 1Y | -73.2% | -11.1% | -62.1% | -72.0% |
| All | -73.2% | -12.6% | -60.6% | -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