+16.1%
IWM vs HTZ
-77.9%
+94.0%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -8.5% | +11.1% | +3.1% |
| 7D | +0.3% | -27.5% | +27.8% | +2.3% |
| 30D | +0.6% | -21.9% | +22.5% | +2.1% |
| 3M | -6.2% | -29.2% | +23.0% | -4.7% |
| 6M | -0.8% | -75.2% | +74.4% | +9.4% |
| YTD | +14.8% | -70.8% | +85.6% | +21.8% |
| 1Y | +16.1% | -76.1% | +92.3% | +28.9% |
| All | +16.1% | -77.9% | +94.0% | +28.9% |
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 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