+0.1%
IOT vs HTZ
-65.3%
+65.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.3% | +1.5% | -3.8% |
| 7D | +5.1% | -10.4% | +15.4% | +4.8% |
| 30D | -3.0% | -2.4% | -0.7% | -3.2% |
| 3M | +15.0% | -60.9% | +75.8% | +15.1% |
| 6M | +13.1% | -50.2% | +63.4% | +11.2% |
| YTD | +9.0% | -59.7% | +68.8% | +8.3% |
| 1Y | +0.1% | -66.0% | +66.1% | +0.2% |
| All | +0.1% | -65.3% | +65.4% | +0.2% |
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