+28.0%
EMR vs HTZ
-76.0%
+104.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.1% | +6.0% | +0.5% |
| 7D | +2.7% | -14.0% | +16.6% | +3.9% |
| 30D | +2.1% | -19.8% | +21.9% | +3.8% |
| 3M | +2.3% | -45.0% | +47.3% | +7.1% |
| 6M | +22.5% | -73.2% | +95.7% | +42.5% |
| YTD | +27.2% | -70.0% | +97.2% | +43.4% |
| 1Y | +28.0% | -75.7% | +103.7% | +50.4% |
| All | +28.0% | -76.0% | +104.1% | +50.4% |
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