+72.2%
V vs HTZ
-85.9%
+158.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.0% |
| 7D | -1.7% | +7.5% | -9.2% | -2.0% |
| 30D | +2.0% | +47.4% | -45.5% | -0.4% |
| 3M | +17.4% | -54.9% | +72.3% | +20.7% |
| 6M | +17.5% | -47.0% | +64.5% | +18.8% |
| YTD | +7.6% | -55.3% | +62.8% | +9.8% |
| 1Y | +7.7% | -57.6% | +65.4% | +9.4% |
| 3Y | +54.7% | -86.6% | +141.3% | +72.0% |
| All | +72.2% | -85.9% | +158.0% | +89.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling