+32.9%
WMB vs HTZ
-58.1%
+91.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.2% |
| 7D | +0.6% | +7.5% | -6.9% | +0.7% |
| 30D | +3.3% | +47.4% | -44.2% | +4.0% |
| 3M | +3.1% | -54.9% | +58.0% | +2.2% |
| 6M | -0.7% | -47.0% | +46.3% | 0.0% |
| YTD | +25.2% | -55.3% | +80.4% | +24.9% |
| 1Y | +32.9% | -57.6% | +90.5% | +35.1% |
| All | +32.9% | -58.1% | +91.0% | +35.1% |
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