-4.9%
ELV vs HTZ
-86.4%
+81.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -1.8% |
| 7D | +3.3% | +7.5% | -4.2% | +3.2% |
| 30D | +4.2% | +47.4% | -43.3% | +3.2% |
| 3M | -0.1% | -54.9% | +54.8% | +1.1% |
| 6M | +41.3% | -47.0% | +88.3% | +42.2% |
| YTD | +17.4% | -55.3% | +72.7% | +18.5% |
| 1Y | +35.1% | -57.6% | +92.7% | +36.2% |
| All | -4.9% | -86.4% | +81.5% | +0.2% |
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