-95.0%
HTZ vs ZBH
-19.6%
-75.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.2% | -7.2% | -7.7% |
| 7D | -14.6% | +11.7% | -26.3% | -19.4% |
| 30D | -20.8% | +19.3% | -40.1% | -28.1% |
| 3M | -18.8% | +8.9% | -27.7% | -22.9% |
| 6M | -74.7% | +28.2% | -102.8% | -79.2% |
| YTD | -68.1% | +18.4% | -86.5% | -72.5% |
| 1Y | -73.5% | +20.6% | -94.1% | -77.4% |
| 3Y | -81.8% | -0.6% | -81.2% | -82.4% |
| All | -95.0% | -19.6% | -75.4% | -94.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling