+88.5%
WDC vs HTZ
-75.7%
+164.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.6% | -2.4% | -4.7% |
| 7D | +12.1% | -8.5% | +20.6% | +13.0% |
| 30D | -18.8% | -18.9% | +0.1% | -16.6% |
| 3M | -39.3% | -36.0% | -3.3% | -36.7% |
| 6M | -40.1% | -74.6% | +34.4% | -22.7% |
| YTD | +71.8% | -70.8% | +142.6% | +102.2% |
| 1Y | +88.5% | -75.3% | +163.8% | +125.1% |
| All | +88.5% | -75.7% | +164.2% | +125.1% |
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