+34.0%
IGV vs HTZ
-89.5%
+123.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.3% |
| 7D | -4.5% | +7.5% | -12.0% | -5.0% |
| 30D | +3.2% | +47.4% | -44.2% | -0.6% |
| 3M | +4.5% | -54.9% | +59.4% | +9.1% |
| 6M | +22.1% | -47.0% | +69.1% | +24.5% |
| YTD | -1.0% | -55.3% | +54.2% | +2.2% |
| 1Y | -2.1% | -57.6% | +55.5% | +0.5% |
| 3Y | +44.6% | -86.6% | +131.2% | +69.5% |
| 5Y | +22.2% | -86.1% | +108.3% | +45.7% |
| All | +34.0% | -89.5% | +123.6% | +58.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling