+22.4%
XLP vs HTZ
-75.3%
+97.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -8.4% | +7.1% | -1.2% |
| 7D | +0.7% | -14.6% | +15.3% | +0.9% |
| 30D | +10.3% | -20.8% | +31.0% | +10.4% |
| 3M | +6.5% | -18.8% | +25.3% | +6.7% |
| 6M | +8.4% | -74.7% | +83.1% | +9.4% |
| YTD | +18.2% | -68.1% | +86.3% | +18.8% |
| 1Y | +22.4% | -73.5% | +95.9% | +25.0% |
| All | +22.4% | -75.3% | +97.7% | +25.0% |
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