+41.7%
IGV vs HTZ
-82.6%
+124.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.4% | +8.2% | +0.1% |
| 7D | -5.2% | -14.6% | +9.4% | -4.8% |
| 30D | -10.0% | -20.8% | +10.8% | -9.4% |
| 3M | -0.5% | -18.8% | +18.3% | -0.3% |
| 6M | +12.6% | -74.7% | +87.3% | +16.6% |
| YTD | -6.4% | -68.1% | +61.7% | -4.3% |
| 1Y | -9.5% | -73.5% | +64.0% | -7.0% |
| 3Y | +41.7% | -81.8% | +123.5% | +45.8% |
| All | +41.7% | -82.6% | +124.3% | +45.8% |
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