+74.9%
EMR vs HTZ
-89.5%
+164.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.6% |
| 7D | -1.5% | +7.5% | -9.0% | -2.2% |
| 30D | -5.6% | +47.4% | -53.1% | -9.6% |
| 3M | +7.9% | -54.9% | +62.8% | +13.6% |
| 6M | +6.0% | -47.0% | +53.0% | +9.5% |
| YTD | +16.4% | -55.3% | +71.7% | +22.0% |
| 1Y | +16.6% | -57.6% | +74.3% | +21.4% |
| 3Y | +62.9% | -86.6% | +149.5% | +84.2% |
| 5Y | +60.1% | -86.1% | +146.2% | +76.3% |
| All | +74.9% | -89.5% | +164.5% | +103.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling