-25.8%
TE vs HTZ
-60.6%
+34.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +9.2% | -12.7% | -4.2% |
| 7D | +3.8% | +18.9% | -15.1% | +2.4% |
| 30D | -26.2% | +26.3% | -52.5% | -27.5% |
| 3M | -49.7% | +49.7% | -99.4% | -51.5% |
| 6M | -46.5% | -61.1% | +14.6% | -45.7% |
| YTD | -59.1% | -56.0% | -3.1% | -60.8% |
| 1Y | -25.8% | -66.4% | +40.6% | -20.0% |
| All | -25.8% | -60.6% | +34.8% | -20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling