+127.1%
ETR vs HTZ
-85.9%
+213.0%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.5% |
| 7D | +1.4% | +7.5% | -6.0% | +1.3% |
| 30D | +1.0% | +47.4% | -46.5% | +0.1% |
| 3M | -1.3% | -54.9% | +53.6% | -0.2% |
| 6M | +1.9% | -47.0% | +48.9% | +2.5% |
| YTD | +18.2% | -55.3% | +73.4% | +19.2% |
| 1Y | +24.7% | -57.6% | +82.3% | +25.6% |
| 3Y | +150.7% | -86.6% | +237.3% | +163.2% |
| All | +127.1% | -85.9% | +213.0% | +139.2% |
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