-49.6%
ZTS vs HTZ
-58.1%
+8.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -2.0% | -0.6% |
| 7D | -2.0% | +7.5% | -9.5% | -1.9% |
| 30D | +1.9% | +47.4% | -45.5% | +2.2% |
| 3M | -4.0% | -54.9% | +50.9% | -6.2% |
| 6M | -39.1% | -47.0% | +7.9% | -38.7% |
| YTD | -38.8% | -55.3% | +16.4% | -39.3% |
| 1Y | -49.6% | -57.6% | +8.1% | -47.6% |
| All | -49.6% | -58.1% | +8.5% | -47.6% |
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