+19.7%
ELV vs HTZ
-92.5%
+112.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.4% | +6.9% | -1.2% |
| 7D | +1.3% | -14.6% | +15.9% | +1.7% |
| 30D | +5.3% | -20.8% | +26.0% | +5.9% |
| 3M | +9.2% | -18.8% | +28.0% | +9.5% |
| 6M | +14.5% | -74.7% | +89.2% | +18.4% |
| YTD | +23.2% | -68.1% | +91.3% | +26.0% |
| 1Y | +38.0% | -73.5% | +111.5% | +41.8% |
| 3Y | -1.5% | -81.8% | +80.3% | +1.5% |
| 5Y | +8.5% | -95.2% | +103.7% | +17.7% |
| All | +19.7% | -92.5% | +112.2% | +30.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling