-7.7%
ONON vs HTZ
-94.4%
+86.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.1% |
| 7D | -10.0% | -8.5% | -1.4% | -8.9% |
| 30D | -5.3% | -18.9% | +13.7% | -3.0% |
| 3M | +6.5% | -36.0% | +42.5% | +12.0% |
| 6M | -5.0% | -74.6% | +69.6% | +10.7% |
| YTD | -27.6% | -70.8% | +43.2% | -19.3% |
| 1Y | -20.7% | -75.3% | +54.6% | -9.1% |
| 3Y | +26.6% | -81.6% | +108.2% | +37.4% |
| All | -7.7% | -94.4% | +86.8% | +54.7% |
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