+62.5%
VIAV vs HTZ
-92.5%
+155.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -8.4% | +16.6% | +9.1% |
| 7D | -4.8% | -14.6% | +9.7% | -3.4% |
| 30D | -38.5% | -20.8% | -17.7% | -37.2% |
| 3M | -29.9% | -18.8% | -11.0% | -28.9% |
| 6M | -46.3% | -74.7% | +28.4% | -40.4% |
| YTD | +59.8% | -68.1% | +127.9% | +72.6% |
| 1Y | +62.3% | -73.5% | +135.8% | +77.8% |
| 3Y | +243.0% | -81.8% | +324.8% | +271.3% |
| 5Y | +80.3% | -95.2% | +175.5% | +116.5% |
| All | +62.5% | -92.5% | +155.0% | +95.9% |
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