+38.1%
IQV vs HTZ
-59.8%
+97.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.0% | +1.8% | -3.2% |
| 7D | +0.3% | -2.5% | +2.8% | +0.3% |
| 30D | +8.6% | -3.7% | +12.3% | +8.6% |
| 3M | +41.1% | -57.0% | +98.1% | +43.5% |
| 6M | +48.6% | -47.0% | +95.5% | +47.2% |
| YTD | +15.0% | -57.5% | +72.5% | +15.9% |
| 1Y | +38.1% | -63.5% | +101.6% | +41.4% |
| All | +38.1% | -59.8% | +97.9% | +41.4% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling