+60.6%
WM vs HTZ
-92.9%
+153.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +9.2% | -7.6% | +1.5% |
| 7D | +5.9% | +18.9% | -13.0% | +5.7% |
| 30D | +15.4% | +26.3% | -10.9% | +15.0% |
| 3M | +6.3% | +49.7% | -43.3% | +5.7% |
| 6M | +5.6% | -61.1% | +66.7% | +6.4% |
| YTD | +9.9% | -56.0% | +66.0% | +10.3% |
| 1Y | +20.8% | -66.4% | +87.2% | +21.7% |
| 3Y | +48.5% | -75.8% | +124.3% | +50.4% |
| 5Y | +60.6% | -93.1% | +153.7% | +67.8% |
| All | +60.6% | -92.9% | +153.5% | +67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling