+7.0%
WMT vs HTZ
-58.1%
+65.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.2% |
| 7D | +3.9% | +7.5% | -3.5% | +3.9% |
| 30D | -4.4% | +47.4% | -51.8% | -4.5% |
| 3M | -8.8% | -54.9% | +46.1% | -8.5% |
| 6M | -15.6% | -47.0% | +31.4% | -15.5% |
| YTD | -3.2% | -55.3% | +52.0% | -2.9% |
| 1Y | +7.0% | -57.6% | +64.7% | +5.8% |
| All | +7.0% | -58.1% | +65.2% | +5.8% |
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 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