+62.6%
IOT vs HTZ
-90.3%
+152.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | +0.6% |
| 7D | +2.8% | -2.5% | +5.2% | +3.1% |
| 30D | -1.8% | -3.7% | +2.0% | -2.3% |
| 3M | +17.9% | -57.0% | +74.9% | +28.6% |
| 6M | +13.5% | -47.0% | +60.5% | +16.5% |
| YTD | +13.3% | -57.5% | +70.7% | +20.5% |
| 1Y | -3.3% | -63.5% | +60.1% | +3.4% |
| 3Y | +31.3% | -86.3% | +117.7% | +104.3% |
| All | +62.6% | -90.3% | +152.8% | +202.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling