+5.3%
IQV vs HTZ
-94.4%
+99.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.4% | -2.0% |
| 7D | -2.5% | -8.5% | +6.1% | -1.9% |
| 30D | +1.2% | -18.9% | +20.1% | +2.3% |
| 3M | +9.8% | -36.0% | +45.8% | +12.8% |
| 6M | +53.8% | -74.6% | +128.4% | +67.9% |
| YTD | +17.6% | -70.8% | +88.4% | +25.4% |
| 1Y | +18.6% | -75.3% | +93.9% | +28.4% |
| 3Y | +36.9% | -81.6% | +118.5% | +45.2% |
| All | +5.3% | -94.4% | +99.7% | +32.9% |
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