+776.8%
WDC vs HTZ
-89.5%
+866.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.3% | +4.5% | +5.7% |
| 7D | +1.7% | +7.5% | -5.7% | +0.9% |
| 30D | -10.0% | +47.4% | -57.4% | -15.5% |
| 3M | -18.8% | -54.9% | +36.1% | -12.9% |
| 6M | +79.0% | -47.0% | +126.0% | +86.4% |
| YTD | +171.6% | -55.3% | +226.8% | +189.1% |
| 1Y | +417.4% | -57.6% | +475.0% | +446.5% |
| 3Y | +1,251.8% | -86.6% | +1,338.4% | +1,538.4% |
| 5Y | +911.7% | -86.1% | +997.8% | +1,068.5% |
| All | +776.8% | -89.5% | +866.3% | +974.9% |
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