+10.8%
XLI vs HTZ
-76.0%
+86.7%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.4% | +3.9% |
| 7D | -0.5% | -16.4% | +15.9% | +0.3% |
| 30D | -0.2% | -15.1% | +14.9% | +0.5% |
| 3M | -8.6% | -28.2% | +19.6% | -7.6% |
| 6M | -2.0% | -73.1% | +71.1% | +5.4% |
| YTD | +9.7% | -68.3% | +78.0% | +14.7% |
| All | +10.8% | -76.0% | +86.7% | +18.8% |
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