+113.2%
WDC vs HTZ
-60.6%
+173.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +9.2% | -16.0% | -7.3% |
| 7D | -18.3% | +18.9% | -37.3% | -19.2% |
| 30D | -26.7% | +26.3% | -52.9% | -27.8% |
| 3M | -40.9% | +49.7% | -90.6% | -44.8% |
| 6M | -26.8% | -61.1% | +34.3% | -10.4% |
| YTD | +88.2% | -56.0% | +144.2% | +112.5% |
| 1Y | +113.2% | -66.4% | +179.6% | +139.6% |
| All | +113.2% | -60.6% | +173.8% | +139.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling