+6.7%
ONON vs HTZ
-89.1%
+95.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.4% | +7.9% | +0.6% |
| 7D | +10.6% | -14.6% | +25.2% | +12.6% |
| 30D | +12.5% | -20.8% | +33.2% | +15.3% |
| 3M | +0.1% | -18.8% | +18.9% | +0.4% |
| 6M | +3.6% | -74.7% | +78.3% | +20.6% |
| YTD | -19.6% | -68.1% | +48.5% | -11.6% |
| 1Y | +5.2% | -73.5% | +78.7% | +18.9% |
| 3Y | +33.1% | -81.8% | +115.0% | +46.3% |
| 5Y | -4.7% | -95.2% | +90.6% | +44.9% |
| All | +6.7% | -89.1% | +95.8% | +56.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling