-7.5%
IGV vs HTZ
-60.6%
+53.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.2% | -8.3% | +0.7% |
| 7D | -7.5% | +18.9% | -26.4% | -7.8% |
| 30D | -5.6% | +26.3% | -31.9% | -6.1% |
| 3M | +1.5% | +49.7% | -48.1% | +0.1% |
| 6M | +17.1% | -61.1% | +78.2% | +20.8% |
| YTD | -2.0% | -56.0% | +54.0% | -1.6% |
| 1Y | -7.5% | -66.4% | +58.9% | -3.5% |
| All | -7.5% | -60.6% | +53.1% | -3.5% |
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