+6.0%
EMB vs HTZ
-94.7%
+100.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -20.8% | +20.3% | +0.1% |
| 7D | -0.3% | -7.7% | +7.4% | -0.2% |
| 30D | +1.1% | -13.1% | +14.2% | +1.4% |
| 3M | -2.9% | +14.7% | -17.7% | -3.8% |
| 6M | -2.1% | -70.6% | +68.5% | +0.7% |
| YTD | -1.1% | -65.2% | +64.1% | +0.7% |
| 1Y | +0.3% | -73.2% | +73.5% | +3.0% |
| 3Y | +27.7% | -80.8% | +108.5% | +31.5% |
| 5Y | +6.0% | -94.8% | +100.8% | +16.5% |
| All | +6.0% | -94.7% | +100.7% | +16.5% |
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