+77.6%
V vs HTZ
-82.6%
+160.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -8.4% | +8.4% | +0.2% |
| 7D | +2.2% | -14.6% | +16.8% | +2.5% |
| 30D | +13.6% | -20.8% | +34.4% | +14.1% |
| 3M | +14.3% | -18.8% | +33.1% | +14.5% |
| 6M | +33.1% | -74.7% | +107.8% | +36.4% |
| YTD | +21.2% | -68.1% | +89.3% | +23.0% |
| 1Y | +26.4% | -73.5% | +99.9% | +28.9% |
| 3Y | +77.6% | -81.8% | +159.4% | +76.5% |
| All | +77.6% | -82.6% | +160.1% | +76.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling