+166.0%
EWY vs HTZ
-80.7%
+246.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +9.3% | -3.1% | +5.6% |
| 7D | -2.8% | -27.4% | +24.6% | -0.8% |
| 30D | -13.1% | -11.4% | -1.8% | -12.4% |
| 3M | -11.6% | -33.1% | +21.4% | -9.8% |
| 6M | -23.4% | -73.5% | +50.2% | -18.7% |
| YTD | +52.0% | -68.1% | +120.1% | +59.2% |
| 1Y | +58.6% | -74.3% | +132.9% | +67.2% |
| All | +166.0% | -80.7% | +246.7% | +182.9% |
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