+26.9%
IGV vs HTZ
-91.9%
+118.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -20.8% | +16.4% | -2.9% |
| 7D | -8.3% | -7.7% | -0.6% | -7.9% |
| 30D | -10.9% | -13.1% | +2.2% | -10.3% |
| 3M | -2.3% | +14.7% | -17.0% | -4.5% |
| 6M | +12.2% | -70.6% | +82.8% | +20.3% |
| YTD | -6.3% | -65.2% | +58.9% | -1.8% |
| 1Y | -11.4% | -73.2% | +61.8% | -5.2% |
| 3Y | +41.5% | -80.8% | +122.4% | +49.2% |
| 5Y | +12.8% | -94.8% | +107.6% | +37.0% |
| All | +26.9% | -91.9% | +118.8% | +52.5% |
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 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