+10.0%
IQV vs HTZ
-92.5%
+102.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -8.4% | +11.0% | +3.2% |
| 7D | +1.7% | -14.6% | +16.3% | +2.5% |
| 30D | +5.3% | -20.8% | +26.1% | +6.6% |
| 3M | +17.0% | -18.8% | +35.8% | +17.5% |
| 6M | +54.0% | -74.7% | +128.7% | +67.5% |
| YTD | +20.6% | -68.1% | +88.7% | +27.2% |
| 1Y | +28.9% | -73.5% | +102.4% | +38.0% |
| 3Y | +37.0% | -81.8% | +118.8% | +44.4% |
| 5Y | +10.0% | -95.2% | +105.2% | +28.2% |
| All | +10.0% | -92.5% | +102.5% | +28.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling