-4.5%
RMD vs HTZ
-73.6%
+69.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +9.3% | -7.4% | +1.6% |
| 7D | -0.8% | -27.4% | +26.6% | -0.2% |
| 30D | +1.7% | -11.4% | +13.0% | +1.9% |
| 3M | +6.4% | -33.1% | +39.5% | +7.0% |
| 6M | +20.7% | -73.5% | +94.2% | +24.4% |
| YTD | -0.2% | -68.1% | +67.9% | +0.5% |
| 1Y | -4.5% | -74.3% | +69.8% | +0.4% |
| All | -4.5% | -73.6% | +69.1% | +0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling