+13.8%
SHW vs HTZ
-95.0%
+108.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -20.8% | +16.8% | -2.6% |
| 7D | +5.7% | -7.7% | +13.5% | +6.2% |
| 30D | +8.7% | -13.1% | +21.8% | +9.4% |
| 3M | -5.4% | +14.7% | -20.1% | -7.0% |
| 6M | +12.2% | -70.6% | +82.9% | +19.5% |
| YTD | +8.5% | -65.2% | +73.7% | +13.3% |
| 1Y | +4.9% | -73.2% | +78.1% | +11.5% |
| 3Y | +42.8% | -80.8% | +123.7% | +51.7% |
| All | +13.8% | -95.0% | +108.8% | +34.4% |
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