-66.4%
HTZ vs ZBH
+11.3%
-77.7%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +13.5% | -4.3% | +8.5% |
| 7D | +18.9% | +14.3% | +4.7% | +18.2% |
| 30D | +26.3% | +20.3% | +6.0% | +26.1% |
| 3M | +49.7% | +15.3% | +34.4% | +49.3% |
| 6M | -61.1% | +33.9% | -95.0% | -61.8% |
| YTD | -56.0% | +23.5% | -79.5% | -55.8% |
| 1Y | -66.4% | +7.9% | -74.3% | -65.6% |
| All | -66.4% | +11.3% | -77.7% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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