-2.7%
ENTG vs HTZ
-94.3%
+91.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -8.0% | +6.9% | +0.3% |
| 7D | -9.3% | -27.5% | +18.2% | -4.6% |
| 30D | -16.4% | -21.9% | +5.5% | -13.5% |
| 3M | -3.8% | -29.2% | +25.4% | 0.0% |
| 6M | -6.9% | -75.2% | +68.3% | +11.8% |
| YTD | +65.0% | -70.8% | +135.8% | +89.7% |
| 1Y | +61.7% | -76.1% | +137.8% | +92.2% |
| 3Y | +46.6% | -82.5% | +129.2% | +71.2% |
| 5Y | -2.7% | -94.1% | +91.4% | +61.1% |
| All | -2.7% | -94.3% | +91.6% | +61.1% |
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