+223.3%
EWY vs HTZ
-86.4%
+309.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +4.5% |
| 7D | +4.8% | +7.5% | -2.7% | +4.4% |
| 30D | +11.7% | +47.4% | -35.8% | +8.7% |
| 3M | -7.4% | -54.9% | +47.5% | -4.5% |
| 6M | +40.6% | -47.0% | +87.6% | +43.6% |
| YTD | +94.3% | -55.3% | +149.5% | +99.9% |
| 1Y | +164.3% | -57.6% | +221.9% | +171.1% |
| All | +223.3% | -86.4% | +309.7% | +268.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling