+2.2%
RDW vs HTZ
-89.5%
+91.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.2% |
| 7D | -3.1% | +7.5% | -10.6% | -4.8% |
| 30D | -1.8% | +47.4% | -49.2% | -11.2% |
| 3M | -50.9% | -54.9% | +4.0% | -44.2% |
| 6M | +13.5% | -47.0% | +60.5% | +23.1% |
| YTD | +38.6% | -55.3% | +93.8% | +55.7% |
| 1Y | +28.3% | -57.6% | +85.9% | +42.8% |
| 3Y | +217.2% | -86.6% | +303.8% | +351.2% |
| 5Y | -14.0% | -86.1% | +72.1% | +40.6% |
| All | +2.2% | -89.5% | +91.8% | +68.2% |
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