+262.3%
RDW vs HTZ
-86.1%
+348.4%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -5.0% | +11.6% | +7.6% |
| 7D | +9.5% | -2.5% | +11.9% | +9.8% |
| 30D | -17.4% | -3.7% | -13.6% | -17.6% |
| 3M | -39.5% | -57.0% | +17.5% | -32.7% |
| 6M | +31.3% | -47.0% | +78.3% | +40.3% |
| YTD | +47.8% | -57.5% | +105.3% | +63.4% |
| 1Y | +33.8% | -63.5% | +97.3% | +50.0% |
| 3Y | +262.3% | -86.3% | +348.6% | +573.0% |
| All | +262.3% | -86.1% | +348.4% | +573.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling