+199.8%
TER vs HTZ
-58.1%
+257.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.3% | +4.1% | +5.3% |
| 7D | +0.6% | +7.5% | -6.9% | -0.1% |
| 30D | -8.3% | +47.4% | -55.7% | -12.6% |
| 3M | -12.2% | -54.9% | +42.7% | -5.5% |
| 6M | +17.0% | -47.0% | +64.0% | +24.0% |
| YTD | +84.6% | -55.3% | +139.9% | +97.8% |
| 1Y | +199.8% | -57.6% | +257.5% | +231.6% |
| All | +199.8% | -58.1% | +257.9% | +231.6% |
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 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