+64.9%
EFA vs HTZ
-81.9%
+146.8%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.1% | +5.5% | -0.4% |
| 7D | +1.3% | -14.0% | +15.2% | +1.9% |
| 30D | +0.5% | -19.8% | +20.3% | +1.3% |
| 3M | -4.1% | -45.0% | +40.9% | -2.2% |
| 6M | +2.4% | -73.2% | +75.7% | +6.8% |
| YTD | +10.0% | -70.0% | +80.1% | +13.8% |
| 1Y | +11.4% | -75.7% | +87.1% | +16.0% |
| All | +64.9% | -81.9% | +146.8% | +71.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling