+6.4%
ELV vs HTZ
-94.4%
+100.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.5% | 0.0% |
| 7D | +1.0% | -8.5% | +9.5% | +1.2% |
| 30D | +0.4% | -18.9% | +19.3% | +0.9% |
| 3M | +8.4% | -36.0% | +44.4% | +9.6% |
| 6M | +8.4% | -74.6% | +83.0% | +12.1% |
| YTD | +24.4% | -70.8% | +95.2% | +27.5% |
| 1Y | +33.5% | -75.3% | +108.8% | +37.4% |
| 3Y | -2.1% | -81.6% | +79.5% | +1.1% |
| All | +6.4% | -94.4% | +100.9% | +17.6% |
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