-1.5%
ELV vs HTZ
-82.6%
+81.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.4% | +6.9% | -1.3% |
| 7D | +1.3% | -14.6% | +15.9% | +1.6% |
| 30D | +5.3% | -20.8% | +26.0% | +5.7% |
| 3M | +9.2% | -18.8% | +28.0% | +9.5% |
| 6M | +14.5% | -74.7% | +89.2% | +16.9% |
| YTD | +23.2% | -68.1% | +91.3% | +24.9% |
| 1Y | +38.0% | -73.5% | +111.5% | +40.2% |
| 3Y | -1.5% | -81.8% | +80.3% | -0.1% |
| All | -1.5% | -82.6% | +81.0% | -0.1% |
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