+16.9%
EFA vs HTZ
-60.6%
+77.5%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +9.2% | -6.6% | +2.1% |
| 7D | +2.0% | +18.9% | -17.0% | +1.1% |
| 30D | +1.6% | +26.3% | -24.6% | +0.4% |
| 3M | -1.5% | +49.7% | -51.2% | -4.0% |
| 6M | +6.6% | -61.1% | +67.7% | +12.0% |
| YTD | +11.8% | -56.0% | +67.9% | +15.2% |
| 1Y | +16.9% | -66.4% | +83.3% | +24.0% |
| All | +16.9% | -60.6% | +77.5% | +24.0% |
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