+44.9%
IBKR vs HTZ
-65.1%
+110.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.2% |
| 7D | -1.3% | -11.3% | +10.0% | -0.2% |
| 30D | -0.2% | -27.1% | +26.9% | +2.5% |
| 3M | +3.0% | -59.5% | +62.5% | +11.8% |
| 6M | +33.9% | -50.5% | +84.3% | +40.3% |
| YTD | +42.5% | -60.3% | +102.8% | +53.9% |
| 1Y | +44.9% | -67.1% | +112.0% | +66.5% |
| All | +44.9% | -65.1% | +110.0% | +66.5% |
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