+7.2%
ONON vs HTZ
-89.1%
+96.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.5% |
| 7D | +5.7% | -16.4% | +22.1% | +7.9% |
| 30D | +7.0% | -15.1% | +22.1% | +8.7% |
| 3M | -0.1% | -28.2% | +28.1% | +2.3% |
| 6M | +6.5% | -73.1% | +79.6% | +22.6% |
| YTD | -19.3% | -68.3% | +49.0% | -11.2% |
| 1Y | +7.2% | -75.2% | +82.5% | +22.8% |
| 3Y | +39.1% | -81.1% | +120.2% | +50.4% |
| 5Y | -0.8% | -95.0% | +94.2% | +50.2% |
| All | +7.2% | -89.1% | +96.4% | +57.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling