+15.4%
WELL vs HTZ
-69.0%
+84.3%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -20.8% | +19.8% | -1.4% |
| 7D | +5.3% | -7.7% | +13.0% | +5.3% |
| 30D | +8.7% | -13.1% | +21.8% | +8.6% |
| 3M | +3.8% | +14.7% | -10.9% | +4.5% |
| 6M | +15.4% | -70.6% | +86.0% | +14.0% |
| All | +15.4% | -69.0% | +84.3% | +14.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling