+21.0%
EIX vs HTZ
-94.7%
+115.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -20.8% | +19.8% | -0.1% |
| 7D | +2.5% | -7.7% | +10.3% | +2.8% |
| 30D | +14.1% | -13.1% | +27.2% | +14.5% |
| 3M | -9.4% | +14.7% | -24.2% | -11.0% |
| 6M | -9.1% | -70.6% | +61.5% | -4.8% |
| YTD | +7.1% | -65.2% | +72.3% | +10.3% |
| 1Y | +13.3% | -73.2% | +86.4% | +18.4% |
| 3Y | +10.9% | -80.8% | +91.7% | +14.3% |
| 5Y | +21.0% | -94.8% | +115.8% | +32.6% |
| All | +21.0% | -94.7% | +115.7% | +32.6% |
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 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