-74.9%
HTZ vs WWD
+152.1%
-227.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.9% | +11.1% | +9.8% |
| 7D | +18.9% | +7.3% | +11.6% | +16.1% |
| 30D | +26.3% | -2.0% | +28.2% | +26.7% |
| 3M | +49.7% | -12.6% | +62.2% | +56.0% |
| 6M | -61.1% | -8.4% | -52.7% | -60.3% |
| YTD | -56.0% | +8.2% | -64.3% | -57.0% |
| 1Y | -66.4% | +26.5% | -92.9% | -68.6% |
| All | -74.9% | +152.1% | -227.0% | -80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling