-12.5%
ENTG vs HTZ
-94.7%
+82.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -20.8% | +8.1% | -9.3% |
| 7D | -22.0% | -7.7% | -14.3% | -21.1% |
| 30D | -25.2% | -13.1% | -12.1% | -23.9% |
| 3M | -14.2% | +14.7% | -29.0% | -18.1% |
| 6M | -16.3% | -70.6% | +54.3% | -2.2% |
| YTD | +48.5% | -65.2% | +113.7% | +66.0% |
| 1Y | +41.4% | -73.2% | +114.6% | +64.9% |
| 3Y | +36.7% | -80.8% | +117.5% | +59.5% |
| 5Y | -12.5% | -94.8% | +82.3% | +39.6% |
| All | -12.5% | -94.7% | +82.2% | +39.6% |
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