+7.4%
EMB vs HTZ
-92.6%
+100.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.6% |
| 7D | +0.8% | -16.4% | +17.2% | +1.2% |
| 30D | +1.5% | -15.1% | +16.6% | +1.8% |
| 3M | -1.9% | -28.2% | +26.3% | -1.4% |
| 6M | -1.6% | -73.1% | +71.4% | +1.1% |
| YTD | 0.0% | -68.3% | +68.3% | +2.0% |
| 1Y | +1.1% | -75.2% | +76.3% | +3.7% |
| 3Y | +30.9% | -81.1% | +112.0% | +33.3% |
| 5Y | +7.1% | -95.0% | +102.1% | +13.7% |
| All | +7.4% | -92.6% | +100.0% | +14.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling