+61.5%
ENB vs HTZ
-92.6%
+154.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.1% |
| 7D | -3.7% | -16.4% | +12.8% | -3.1% |
| 30D | +1.7% | -15.1% | +16.8% | +2.1% |
| 3M | -6.3% | -28.2% | +21.9% | -5.6% |
| 6M | -9.2% | -73.1% | +63.9% | -5.5% |
| YTD | +3.1% | -68.3% | +71.4% | +6.0% |
| 1Y | +3.4% | -75.2% | +78.6% | +7.4% |
| 3Y | +68.9% | -81.1% | +150.1% | +73.5% |
| 5Y | +51.7% | -95.0% | +146.7% | +69.2% |
| All | +61.5% | -92.6% | +154.1% | +77.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling