+99.0%
VIAV vs HTZ
-89.5%
+188.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.3% | +3.5% |
| 7D | -4.6% | +7.5% | -12.1% | -5.3% |
| 30D | -10.4% | +47.4% | -57.8% | -14.3% |
| 3M | -34.5% | -54.9% | +20.4% | -31.0% |
| 6M | +7.0% | -47.0% | +54.0% | +10.9% |
| YTD | +95.6% | -55.3% | +150.9% | +105.1% |
| 1Y | +197.2% | -57.6% | +254.8% | +209.5% |
| 3Y | +232.0% | -86.6% | +318.6% | +282.3% |
| 5Y | +102.2% | -86.1% | +188.3% | +130.2% |
| All | +99.0% | -89.5% | +188.5% | +132.8% |
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