+55.2%
EWT vs HTZ
-60.6%
+115.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +9.2% | -10.4% | -1.9% |
| 7D | -10.9% | +18.9% | -29.8% | -12.1% |
| 30D | -17.7% | +26.3% | -44.0% | -19.4% |
| 3M | -5.0% | +49.7% | -54.7% | -9.3% |
| 6M | +7.4% | -61.1% | +68.5% | +15.1% |
| YTD | +52.8% | -56.0% | +108.8% | +58.7% |
| 1Y | +55.2% | -66.4% | +121.6% | +65.0% |
| All | +55.2% | -60.6% | +115.8% | +65.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling