+67.4%
IOT vs HTZ
-93.3%
+160.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.5% |
| 7D | +0.9% | -8.5% | +9.5% | +2.1% |
| 30D | +1.4% | -18.9% | +20.3% | +3.7% |
| 3M | +0.5% | -36.0% | +36.6% | +5.6% |
| 6M | +50.3% | -74.6% | +124.9% | +74.9% |
| YTD | +16.7% | -70.8% | +87.5% | +29.4% |
| 1Y | +6.8% | -75.3% | +82.1% | +22.0% |
| 3Y | +75.5% | -81.6% | +157.0% | +91.1% |
| All | +67.4% | -93.3% | +160.8% | +224.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling