+40.0%
IQV vs HTZ
-81.9%
+121.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.1% | +4.9% | -1.0% |
| 7D | +2.4% | -14.0% | +16.3% | +2.9% |
| 30D | +4.0% | -19.8% | +23.8% | +4.7% |
| 3M | +12.2% | -45.0% | +57.2% | +14.6% |
| 6M | +54.9% | -73.2% | +128.1% | +63.2% |
| YTD | +20.3% | -70.0% | +90.3% | +25.0% |
| 1Y | +22.7% | -75.7% | +98.5% | +29.0% |
| All | +40.0% | -81.9% | +121.9% | +52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling