-91.5%
HTZ vs WU
-53.1%
-38.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.7% |
| 7D | +7.5% | -0.8% | +8.3% | +7.8% |
| 30D | +47.4% | -1.1% | +48.5% | +47.4% |
| 3M | -54.9% | -3.9% | -51.0% | -55.6% |
| 6M | -47.0% | -20.7% | -26.3% | -42.9% |
| YTD | -55.3% | -18.4% | -36.9% | -52.5% |
| 1Y | -57.6% | -8.1% | -49.6% | -58.3% |
| 3Y | -86.6% | -24.2% | -62.4% | -85.4% |
| 5Y | -86.1% | -50.4% | -35.7% | -81.7% |
| All | -91.5% | -53.1% | -38.4% | -88.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling