+53.2%
ENB vs HTZ
-94.3%
+147.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -8.0% | +8.7% | +1.0% |
| 7D | -2.4% | -27.5% | +25.1% | -1.4% |
| 30D | +2.5% | -21.9% | +24.4% | +3.2% |
| 3M | -5.8% | -29.2% | +23.5% | -5.1% |
| 6M | -8.5% | -75.2% | +66.7% | -4.5% |
| YTD | +3.9% | -70.8% | +74.7% | +7.1% |
| 1Y | +3.7% | -76.1% | +79.8% | +7.8% |
| 3Y | +70.1% | -82.5% | +152.6% | +76.6% |
| 5Y | +53.2% | -94.1% | +147.3% | +74.6% |
| All | +53.2% | -94.3% | +147.5% | +74.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling