+99.1%
DE vs HTZ
-94.4%
+193.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.6% |
| 7D | +0.3% | -8.5% | +8.8% | +1.0% |
| 30D | +3.6% | -18.9% | +22.5% | +4.9% |
| 3M | +10.2% | -36.0% | +46.3% | +13.7% |
| 6M | +16.6% | -74.6% | +91.2% | +28.0% |
| YTD | +45.8% | -70.8% | +116.6% | +56.4% |
| 1Y | +43.9% | -75.3% | +119.2% | +56.6% |
| 3Y | +89.6% | -81.6% | +171.2% | +101.9% |
| All | +99.1% | -94.4% | +193.5% | +152.1% |
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