-57.6%
HTZ vs WY
-4.5%
-53.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.2% |
| 7D | +7.5% | -1.7% | +9.2% | +7.8% |
| 30D | +47.4% | -10.1% | +57.5% | +49.9% |
| 3M | -54.9% | -5.1% | -49.8% | -54.9% |
| 6M | -47.0% | -4.8% | -42.2% | -47.2% |
| YTD | -55.3% | -0.2% | -55.0% | -56.0% |
| 1Y | -57.6% | -6.6% | -51.0% | -59.6% |
| All | -57.6% | -4.5% | -53.1% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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