+25.0%
V vs HTZ
-76.0%
+101.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.1% | +4.9% | -1.2% |
| 7D | -0.4% | -14.0% | +13.6% | -0.3% |
| 30D | +6.3% | -19.8% | +26.1% | +6.6% |
| 3M | +17.2% | -45.0% | +62.2% | +16.9% |
| 6M | +29.2% | -73.2% | +102.5% | +29.3% |
| YTD | +20.8% | -70.0% | +90.8% | +19.5% |
| 1Y | +25.0% | -75.7% | +100.7% | +24.3% |
| All | +25.0% | -76.0% | +101.1% | +24.3% |
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