+116.4%
WMB vs HTZ
-82.6%
+199.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.0% | +9.5% | +1.6% |
| 7D | -6.9% | -27.5% | +20.6% | -6.5% |
| 30D | -7.2% | -21.9% | +14.7% | -6.9% |
| 3M | -5.4% | -29.2% | +23.8% | -5.1% |
| 6M | -4.9% | -75.2% | +70.3% | -3.5% |
| YTD | +14.7% | -70.8% | +85.5% | +16.0% |
| 1Y | +14.7% | -76.1% | +90.8% | +16.2% |
| 3Y | +116.4% | -82.5% | +198.9% | +119.2% |
| All | +116.4% | -82.6% | +199.0% | +119.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling