+32.2%
EEM vs HTZ
-94.4%
+126.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | -0.2% |
| 7D | +2.7% | -8.5% | +11.2% | +3.2% |
| 30D | -5.4% | -18.9% | +13.5% | -4.4% |
| 3M | -8.6% | -36.0% | +27.4% | -6.5% |
| 6M | -8.9% | -74.6% | +65.7% | -2.7% |
| YTD | +11.9% | -70.8% | +82.7% | +17.8% |
| 1Y | +13.1% | -75.3% | +88.4% | +20.1% |
| 3Y | +70.7% | -81.6% | +152.2% | +78.8% |
| All | +32.2% | -94.4% | +126.6% | +56.0% |
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 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