+175.0%
ELAN vs HTZ
-82.6%
+257.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -8.4% | +17.1% | +9.2% |
| 7D | +11.6% | -14.6% | +26.2% | +12.5% |
| 30D | +15.1% | -20.8% | +35.9% | +16.4% |
| 3M | +6.4% | -18.8% | +25.2% | +6.8% |
| 6M | -1.7% | -74.7% | +73.0% | +6.4% |
| YTD | +13.7% | -68.1% | +81.8% | +20.3% |
| 1Y | +19.6% | -73.5% | +93.1% | +27.9% |
| 3Y | +175.0% | -81.8% | +256.8% | +209.9% |
| All | +175.0% | -82.6% | +257.6% | +209.9% |
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