+5.6%
EMB vs HTZ
-58.1%
+63.7%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | 0.0% |
| 7D | 0.0% | +7.5% | -7.5% | -0.1% |
| 30D | -0.3% | +47.4% | -47.7% | -0.7% |
| 3M | -0.4% | -54.9% | +54.5% | +0.2% |
| 6M | +0.1% | -47.0% | +47.1% | +0.7% |
| YTD | +1.6% | -55.3% | +56.8% | +2.2% |
| 1Y | +5.6% | -57.6% | +63.3% | +6.6% |
| All | +5.6% | -58.1% | +63.7% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling