+86.3%
HUT vs HTZ
-85.9%
+172.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.3% | +4.9% | +5.8% |
| 7D | +17.8% | +7.5% | +10.3% | +15.4% |
| 30D | +0.8% | +47.4% | -46.6% | -12.4% |
| 3M | -26.8% | -54.9% | +28.1% | -14.6% |
| 6M | +72.6% | -47.0% | +119.6% | +90.5% |
| YTD | +103.6% | -55.3% | +158.9% | +135.4% |
| 1Y | +265.3% | -57.6% | +322.9% | +307.9% |
| 3Y | +689.4% | -86.6% | +776.0% | +1,225.3% |
| All | +86.3% | -85.9% | +172.2% | +255.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling