+9.9%
HWM vs HTZ
-75.7%
+85.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.9% |
| 7D | +7.3% | -8.5% | +15.8% | +7.7% |
| 30D | +1.6% | -18.9% | +20.5% | +2.5% |
| 3M | -21.9% | -36.0% | +14.2% | -20.3% |
| 6M | -19.0% | -74.6% | +55.5% | -10.6% |
| YTD | +7.9% | -70.8% | +78.8% | +15.9% |
| 1Y | +9.9% | -75.3% | +85.2% | +18.5% |
| All | +9.9% | -75.7% | +85.7% | +18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling