-4.7%
XRT vs HTZ
-95.4%
+90.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -8.4% | +6.7% | -0.7% |
| 7D | +0.9% | -14.6% | +15.5% | +2.5% |
| 30D | +7.9% | -20.8% | +28.7% | +10.4% |
| 3M | -0.2% | -18.8% | +18.6% | +0.8% |
| 6M | +5.6% | -74.7% | +80.3% | +20.5% |
| YTD | +5.7% | -68.1% | +73.8% | +15.3% |
| 1Y | +14.6% | -73.5% | +88.1% | +27.9% |
| 3Y | +50.7% | -81.8% | +132.5% | +66.7% |
| All | -4.7% | -95.4% | +90.7% | +33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling