+30.6%
ITW vs HTZ
-82.6%
+113.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -8.4% | +6.8% | -1.2% |
| 7D | +0.9% | -14.6% | +15.4% | +1.5% |
| 30D | +7.6% | -20.8% | +28.4% | +8.5% |
| 3M | -4.0% | -18.8% | +14.8% | -3.6% |
| 6M | +9.2% | -74.7% | +83.9% | +15.5% |
| YTD | +16.2% | -68.1% | +84.3% | +20.7% |
| 1Y | +17.9% | -73.5% | +91.4% | +23.5% |
| 3Y | +30.6% | -81.8% | +112.4% | +38.5% |
| All | +30.6% | -82.6% | +113.1% | +38.5% |
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