+59.2%
WEC vs HTZ
-81.0%
+140.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -20.8% | +21.0% | +0.5% |
| 7D | +3.2% | -7.7% | +11.0% | +3.3% |
| 30D | +14.7% | -13.1% | +27.8% | +14.8% |
| 3M | +10.2% | +14.7% | -4.5% | +9.8% |
| 6M | +4.5% | -70.6% | +75.1% | +6.1% |
| YTD | +15.1% | -65.2% | +80.3% | +16.4% |
| 1Y | +9.4% | -73.2% | +82.6% | +11.1% |
| All | +59.2% | -81.0% | +140.1% | +65.4% |
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