-0.5%
RMD vs HTZ
-92.5%
+92.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -8.4% | +6.7% | -1.3% |
| 7D | +2.3% | -14.6% | +16.9% | +2.9% |
| 30D | +4.1% | -20.8% | +24.9% | +5.0% |
| 3M | +5.7% | -18.8% | +24.5% | +6.1% |
| 6M | +12.9% | -74.7% | +87.6% | +18.5% |
| YTD | -1.5% | -68.1% | +66.6% | +1.6% |
| 1Y | -4.8% | -73.5% | +68.7% | -0.9% |
| 3Y | +57.5% | -81.8% | +139.3% | +63.3% |
| 5Y | -5.5% | -95.2% | +89.7% | +2.8% |
| All | -0.5% | -92.5% | +92.0% | +11.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling