+19.5%
WMB vs HTZ
-75.7%
+95.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.5% |
| 7D | +7.8% | -8.5% | +16.4% | +7.9% |
| 30D | -5.1% | -18.9% | +13.8% | -4.7% |
| 3M | -4.7% | -36.0% | +31.3% | -4.3% |
| 6M | -7.4% | -74.6% | +67.2% | -5.9% |
| YTD | +17.5% | -70.8% | +88.3% | +19.5% |
| 1Y | +19.5% | -75.3% | +94.8% | +20.3% |
| All | +19.5% | -75.7% | +95.2% | +20.3% |
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