+32.5%
EMR vs HTZ
-76.0%
+108.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.5% |
| 7D | +2.1% | -16.4% | +18.6% | +3.7% |
| 30D | +4.8% | -15.1% | +19.9% | +6.1% |
| 3M | +7.5% | -28.2% | +35.7% | +9.6% |
| 6M | +20.9% | -73.1% | +93.9% | +41.4% |
| YTD | +29.2% | -68.3% | +97.5% | +45.0% |
| All | +32.5% | -76.0% | +108.4% | +55.2% |
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