+23.3%
XLB vs HTZ
-73.6%
+96.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +9.3% | -9.0% | -0.2% |
| 7D | -1.6% | -27.4% | +25.8% | -0.1% |
| 30D | +7.2% | -11.4% | +18.6% | +7.8% |
| 3M | 0.0% | -33.1% | +33.1% | +1.6% |
| 6M | +2.3% | -73.5% | +75.8% | +10.8% |
| YTD | +18.4% | -68.1% | +86.5% | +24.0% |
| 1Y | +23.3% | -74.3% | +97.6% | +33.4% |
| All | +23.3% | -73.6% | +96.9% | +33.4% |
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