+86.6%
EMR vs HTZ
-82.6%
+169.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.4% | +8.2% | +0.4% |
| 7D | -1.6% | -14.6% | +13.0% | -0.6% |
| 30D | +2.0% | -20.8% | +22.7% | +3.4% |
| 3M | +3.8% | -18.8% | +22.6% | +4.5% |
| 6M | +10.5% | -74.7% | +85.2% | +19.8% |
| YTD | +23.7% | -68.1% | +91.8% | +31.3% |
| 1Y | +25.4% | -73.5% | +98.9% | +34.4% |
| 3Y | +86.6% | -81.8% | +168.4% | +97.1% |
| All | +86.6% | -82.6% | +169.1% | +97.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling