+62.5%
ENB vs HTZ
-93.2%
+155.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.8% |
| 7D | +1.7% | -8.5% | +10.2% | +1.9% |
| 30D | +0.7% | -18.9% | +19.6% | +1.2% |
| 3M | -5.8% | -36.0% | +30.3% | -4.6% |
| 6M | -11.3% | -74.6% | +63.3% | -7.6% |
| YTD | +3.7% | -70.8% | +74.5% | +6.9% |
| 1Y | +2.8% | -75.3% | +78.1% | +6.7% |
| 3Y | +67.7% | -81.6% | +149.3% | +71.6% |
| 5Y | +57.1% | -94.4% | +151.6% | +74.5% |
| All | +62.5% | -93.2% | +155.6% | +78.9% |
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