-3.9%
RMD vs HTZ
-94.7%
+90.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -20.8% | +20.3% | +0.5% |
| 7D | -5.3% | -7.7% | +2.4% | -5.1% |
| 30D | +8.4% | -13.1% | +21.5% | +9.0% |
| 3M | +7.1% | +14.7% | -7.6% | +5.5% |
| 6M | +15.8% | -70.6% | +86.4% | +21.4% |
| YTD | +0.2% | -65.2% | +65.3% | +3.4% |
| 1Y | -1.4% | -73.2% | +71.8% | +3.2% |
| 3Y | +61.3% | -80.8% | +142.1% | +70.1% |
| 5Y | -3.9% | -94.8% | +90.9% | +11.4% |
| All | -3.9% | -94.7% | +90.9% | +11.4% |
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 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