-16.7%
RDW vs HTZ
-87.1%
+70.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -5.3% | +0.5% | -3.5% |
| 7D | +3.6% | -10.4% | +14.0% | +6.2% |
| 30D | -18.4% | -2.4% | -16.1% | -19.0% |
| 3M | -32.1% | -60.9% | +28.8% | -19.8% |
| 6M | +10.9% | -50.2% | +61.1% | +22.2% |
| YTD | +40.8% | -59.7% | +100.5% | +62.6% |
| 1Y | +31.1% | -66.0% | +97.1% | +54.3% |
| 3Y | +245.2% | -87.1% | +332.2% | +411.7% |
| 5Y | -16.7% | -86.9% | +70.1% | +58.9% |
| All | -16.7% | -87.1% | +70.4% | +58.9% |
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 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