+43.2%
TER vs HTZ
-60.6%
+103.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +9.2% | -16.0% | -7.9% |
| 7D | -19.9% | +18.9% | -38.8% | -21.7% |
| 30D | -43.5% | +26.3% | -69.8% | -45.4% |
| 3M | -37.8% | +49.7% | -87.5% | -42.5% |
| 6M | -25.6% | -61.1% | +35.5% | -12.6% |
| YTD | +29.8% | -56.0% | +85.9% | +41.8% |
| 1Y | +43.2% | -66.4% | +109.6% | +67.2% |
| All | +43.2% | -60.6% | +103.8% | +67.2% |
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