+55.3%
RSP vs HTZ
-92.5%
+147.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.4% | +8.0% | +0.2% |
| 7D | -1.0% | -14.6% | +13.5% | -0.2% |
| 30D | +2.6% | -20.8% | +23.4% | +3.9% |
| 3M | -0.8% | -18.8% | +18.0% | -0.2% |
| 6M | +6.3% | -74.7% | +81.0% | +14.4% |
| YTD | +14.1% | -68.1% | +82.2% | +19.8% |
| 1Y | +18.0% | -73.5% | +91.5% | +25.4% |
| 3Y | +61.0% | -81.8% | +142.8% | +68.9% |
| 5Y | +45.6% | -95.2% | +140.8% | +69.6% |
| All | +55.3% | -92.5% | +147.8% | +79.7% |
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