-28.0%
ELAN vs HTZ
-85.9%
+57.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.2% |
| 7D | +1.6% | +7.5% | -5.9% | +0.9% |
| 30D | -6.6% | +47.4% | -54.0% | -11.5% |
| 3M | -0.8% | -54.9% | +54.1% | +5.3% |
| 6M | +0.2% | -47.0% | +47.3% | +3.9% |
| YTD | +8.3% | -55.3% | +63.5% | +14.1% |
| 1Y | +40.2% | -57.6% | +97.9% | +46.3% |
| 3Y | +97.7% | -86.6% | +184.3% | +142.9% |
| All | -28.0% | -85.9% | +57.9% | -14.9% |
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 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