+86.9%
V vs HTZ
-91.9%
+178.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -20.8% | +17.6% | -2.2% |
| 7D | +2.9% | -7.7% | +10.7% | +3.2% |
| 30D | +14.0% | -13.1% | +27.1% | +14.6% |
| 3M | +14.9% | +14.7% | +0.1% | +13.3% |
| 6M | +31.7% | -70.6% | +102.4% | +37.8% |
| YTD | +21.2% | -65.2% | +86.4% | +24.8% |
| 1Y | +25.3% | -73.2% | +98.5% | +30.8% |
| 3Y | +77.5% | -80.8% | +158.3% | +82.6% |
| 5Y | +102.6% | -94.8% | +197.4% | +124.5% |
| All | +86.9% | -91.9% | +178.8% | +105.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling