+32.4%
WELL vs HTZ
-75.3%
+107.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.4% | +8.2% | -0.3% |
| 7D | +4.4% | -14.6% | +19.0% | +4.4% |
| 30D | +10.8% | -20.8% | +31.6% | +10.7% |
| 3M | +4.2% | -18.8% | +23.0% | +4.2% |
| 6M | +14.0% | -74.7% | +88.7% | +13.7% |
| YTD | +33.4% | -68.1% | +101.5% | +33.3% |
| 1Y | +32.4% | -73.5% | +105.9% | +33.3% |
| All | +32.4% | -75.3% | +107.7% | +33.3% |
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 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