+61.5%
EFA vs HTZ
-82.6%
+144.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -8.4% | +7.6% | -0.4% |
| 7D | -1.4% | -14.6% | +13.2% | -0.9% |
| 30D | -1.2% | -20.8% | +19.6% | -0.4% |
| 3M | -5.1% | -18.8% | +13.7% | -4.7% |
| 6M | -1.2% | -74.7% | +73.4% | +3.3% |
| YTD | +7.8% | -68.1% | +75.9% | +11.2% |
| 1Y | +12.2% | -73.5% | +85.6% | +16.4% |
| 3Y | +61.5% | -81.8% | +143.3% | +69.6% |
| All | +61.5% | -82.6% | +144.1% | +69.6% |
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