+20.2%
EFA vs HTZ
-59.8%
+80.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.5% | -0.4% |
| 7D | +1.2% | -2.5% | +3.6% | +1.3% |
| 30D | -0.7% | -3.7% | +3.0% | -0.8% |
| 3M | +6.4% | -57.0% | +63.4% | +8.9% |
| 6M | +11.4% | -47.0% | +58.3% | +13.6% |
| YTD | +14.0% | -57.5% | +71.5% | +16.6% |
| 1Y | +20.2% | -63.5% | +83.7% | +23.3% |
| All | +20.2% | -59.8% | +80.0% | +23.3% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling