+158.7%
ETR vs HTZ
-93.6%
+252.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +9.3% | -9.1% | 0.0% |
| 7D | +0.1% | -27.4% | +27.5% | +0.7% |
| 30D | +7.7% | -11.4% | +19.0% | +7.9% |
| 3M | +5.7% | -33.1% | +38.8% | +6.4% |
| 6M | -0.3% | -73.5% | +73.2% | +1.9% |
| YTD | +23.4% | -68.1% | +91.4% | +25.2% |
| 1Y | +18.5% | -74.3% | +92.8% | +20.8% |
| 3Y | +155.6% | -80.9% | +236.4% | +162.1% |
| 5Y | +158.7% | -93.8% | +252.5% | +182.2% |
| All | +158.7% | -93.6% | +252.3% | +182.2% |
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