-7.6%
WDAY vs HTZ
-76.0%
+68.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +9.2% | -7.2% | +2.0% |
| 7D | -1.2% | +18.9% | -20.2% | -1.2% |
| 30D | +6.8% | +26.3% | -19.4% | +6.8% |
| 3M | +17.8% | +49.7% | -31.8% | +17.0% |
| 6M | +57.8% | -61.1% | +118.9% | +59.5% |
| YTD | -6.0% | -56.0% | +50.0% | -5.6% |
| 1Y | -13.5% | -66.4% | +52.9% | -12.7% |
| All | -7.6% | -76.0% | +68.4% | -9.3% |
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