+87.7%
SCHW vs HTZ
-86.1%
+173.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.0% | +2.8% | -2.0% |
| 7D | -1.3% | -2.5% | +1.2% | -1.2% |
| 30D | -0.4% | -3.7% | +3.4% | -0.4% |
| 3M | +21.7% | -57.0% | +78.7% | +25.2% |
| 6M | +13.0% | -47.0% | +59.9% | +14.4% |
| YTD | +8.0% | -57.5% | +65.5% | +10.5% |
| 1Y | +15.8% | -63.5% | +79.3% | +18.8% |
| 3Y | +87.7% | -86.3% | +174.1% | +131.6% |
| All | +87.7% | -86.1% | +173.9% | +131.6% |
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