-36.7%
HUT vs HTZ
-94.7%
+58.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -20.8% | +14.7% | -0.5% |
| 7D | -30.8% | -7.7% | -23.1% | -30.2% |
| 30D | -50.2% | -13.1% | -37.1% | -49.0% |
| 3M | -50.5% | +14.7% | -65.2% | -54.8% |
| 6M | -42.9% | -70.6% | +27.7% | -25.7% |
| YTD | 0.0% | -65.2% | +65.2% | +21.8% |
| 1Y | -2.2% | -73.2% | +70.9% | +28.1% |
| 3Y | +289.4% | -80.8% | +370.2% | +382.9% |
| 5Y | -36.7% | -94.8% | +58.1% | +48.0% |
| All | -36.7% | -94.7% | +58.0% | +48.0% |
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