+359.8%
HUT vs HTZ
-82.6%
+442.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -8.4% | +23.0% | +15.9% |
| 7D | -11.4% | -14.6% | +3.2% | -9.9% |
| 30D | -41.0% | -20.8% | -20.3% | -39.4% |
| 3M | -41.9% | -18.8% | -23.1% | -41.1% |
| 6M | -51.7% | -74.7% | +23.0% | -41.8% |
| YTD | +14.6% | -68.1% | +82.7% | +32.2% |
| 1Y | +21.4% | -73.5% | +94.9% | +43.5% |
| 3Y | +359.8% | -81.8% | +441.6% | +506.6% |
| All | +359.8% | -82.6% | +442.4% | +506.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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