+52.0%
ON vs HTZ
-73.6%
+125.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +9.3% | -3.6% | +4.0% |
| 7D | +3.3% | -27.4% | +30.8% | +9.6% |
| 30D | -3.1% | -11.4% | +8.2% | -1.1% |
| 3M | -9.2% | -33.1% | +23.8% | -3.5% |
| 6M | -31.4% | -73.5% | +42.2% | -16.5% |
| YTD | +36.0% | -68.1% | +104.0% | +54.7% |
| 1Y | +52.0% | -74.3% | +126.3% | +86.9% |
| All | +52.0% | -73.6% | +125.6% | +86.9% |
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