+55.9%
RSP vs HTZ
-91.9%
+147.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -20.8% | +17.9% | -1.5% |
| 7D | -1.4% | -7.7% | +6.3% | -1.1% |
| 30D | +2.1% | -13.1% | +15.2% | +2.8% |
| 3M | -0.9% | +14.7% | -15.7% | -2.9% |
| 6M | +7.5% | -70.6% | +78.1% | +14.5% |
| YTD | +14.6% | -65.2% | +79.7% | +19.6% |
| 1Y | +17.6% | -73.2% | +90.8% | +25.0% |
| 3Y | +60.8% | -80.8% | +141.6% | +68.5% |
| 5Y | +46.1% | -94.8% | +140.9% | +69.3% |
| All | +55.9% | -91.9% | +147.7% | +79.4% |
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 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