+37.0%
IQV vs HTZ
-82.6%
+119.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -8.4% | +11.0% | +3.0% |
| 7D | +1.7% | -14.6% | +16.3% | +2.2% |
| 30D | +5.3% | -20.8% | +26.1% | +6.1% |
| 3M | +17.0% | -18.8% | +35.8% | +17.3% |
| 6M | +54.0% | -74.7% | +128.7% | +63.4% |
| YTD | +20.6% | -68.1% | +88.7% | +25.0% |
| 1Y | +28.9% | -73.5% | +102.4% | +35.0% |
| 3Y | +37.0% | -81.8% | +118.8% | +50.5% |
| All | +37.0% | -82.6% | +119.6% | +50.5% |
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