-19.3%
RMD vs HTZ
-85.9%
+66.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.4% |
| 7D | -5.0% | +7.5% | -12.5% | -5.3% |
| 30D | +2.2% | +47.4% | -45.2% | 0.0% |
| 3M | +17.8% | -54.9% | +72.8% | +20.9% |
| 6M | -11.3% | -47.0% | +35.7% | -10.3% |
| YTD | -4.4% | -55.3% | +50.8% | -2.5% |
| 1Y | -15.7% | -57.6% | +41.9% | -14.3% |
| 3Y | +47.7% | -86.6% | +134.3% | +61.9% |
| All | -19.3% | -85.9% | +66.6% | -11.0% |
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