+40.3%
WEC vs HTZ
-89.5%
+129.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.7% |
| 7D | -0.3% | +7.5% | -7.7% | -0.4% |
| 30D | -1.3% | +47.4% | -48.7% | -2.1% |
| 3M | -3.9% | -54.9% | +51.0% | -2.9% |
| 6M | -8.3% | -47.0% | +38.7% | -7.8% |
| YTD | +3.1% | -55.3% | +58.3% | +4.0% |
| 1Y | +1.9% | -57.6% | +59.6% | +2.7% |
| 3Y | +41.9% | -86.6% | +128.5% | +44.9% |
| 5Y | +30.8% | -86.1% | +116.9% | +34.9% |
| All | +40.3% | -89.5% | +129.9% | +44.3% |
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