-3.5%
IR vs HTZ
-58.1%
+54.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.2% |
| 7D | -2.8% | +7.5% | -10.3% | -3.2% |
| 30D | -15.1% | +47.4% | -62.6% | -17.7% |
| 3M | +6.1% | -54.9% | +61.0% | +12.4% |
| 6M | -16.8% | -47.0% | +30.2% | -13.6% |
| YTD | -3.5% | -55.3% | +51.7% | +2.0% |
| 1Y | -3.5% | -57.6% | +54.2% | +2.0% |
| All | -3.5% | -58.1% | +54.6% | +2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling