-21.9%
KVUE vs HTZ
-86.4%
+64.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.0% | +3.1% | -1.8% |
| 7D | -1.9% | -2.5% | +0.5% | -1.9% |
| 30D | -3.3% | -3.7% | +0.4% | -3.3% |
| 3M | +6.0% | -57.0% | +62.9% | +7.4% |
| 6M | +2.3% | -47.0% | +49.3% | +3.0% |
| YTD | +10.3% | -57.5% | +67.8% | +11.6% |
| 1Y | +4.6% | -63.5% | +68.0% | +5.9% |
| 3Y | -2.2% | -86.3% | +84.1% | +9.2% |
| All | -21.9% | -86.4% | +64.5% | -11.4% |
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