+291.3%
IBKR vs HTZ
-86.1%
+377.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.0% | +3.2% | -1.6% |
| 7D | +0.6% | -2.5% | +3.1% | +0.7% |
| 30D | +3.7% | -3.7% | +7.4% | +3.6% |
| 3M | +4.2% | -57.0% | +61.2% | +7.1% |
| 6M | +36.6% | -47.0% | +83.6% | +39.2% |
| YTD | +41.9% | -57.5% | +99.4% | +45.6% |
| 1Y | +49.5% | -63.5% | +113.0% | +53.9% |
| 3Y | +291.3% | -86.3% | +377.7% | +308.3% |
| All | +291.3% | -86.1% | +377.5% | +308.3% |
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