+8.0%
WEC vs HTZ
-73.6%
+81.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +9.3% | -8.9% | +0.3% |
| 7D | -0.5% | -27.4% | +26.9% | -0.3% |
| 30D | +12.0% | -11.4% | +23.3% | +12.1% |
| 3M | +11.1% | -33.1% | +44.1% | +11.2% |
| 6M | +6.0% | -73.5% | +79.5% | +7.3% |
| YTD | +14.3% | -68.1% | +82.4% | +15.5% |
| 1Y | +8.0% | -74.3% | +82.3% | +8.8% |
| All | +8.0% | -73.6% | +81.6% | +8.8% |
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