+72.5%
RMD vs HTZ
-82.4%
+154.9%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +0.3% |
| 7D | +2.1% | -8.5% | +10.6% | +2.3% |
| 30D | +2.1% | -18.9% | +21.0% | +2.6% |
| 3M | +6.2% | -36.0% | +42.3% | +7.3% |
| 6M | +19.4% | -74.6% | +94.0% | +23.0% |
| YTD | +0.5% | -70.8% | +71.4% | +2.7% |
| 1Y | -3.9% | -75.3% | +71.3% | -1.4% |
| 3Y | +72.5% | -81.6% | +154.1% | +85.9% |
| All | +72.5% | -82.4% | +154.9% | +85.9% |
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 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