-59.6%
HTZ vs ZYBT
-59.7%
+0.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -1.3% | +10.6% | +9.3% |
| 7D | -27.4% | +10.9% | -38.4% | -27.5% |
| 30D | -11.4% | -10.1% | -1.3% | -11.3% |
| 3M | -33.1% | -5.6% | -27.5% | -33.1% |
| 6M | -73.5% | +52.5% | -126.0% | -73.2% |
| YTD | -68.1% | +32.2% | -100.3% | -68.5% |
| 1Y | -74.3% | -28.3% | -46.0% | -72.5% |
| All | -59.6% | -59.7% | +0.1% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 10y: compounded portfolio wealth divided by compounded ZYBT 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…
10y analysis · Full analysis span regression · 6 months rolling