+91.0%
EWY vs HTZ
-95.4%
+186.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -8.4% | +12.5% | +4.8% |
| 7D | -10.4% | -14.6% | +4.2% | -9.1% |
| 30D | -25.4% | -20.8% | -4.6% | -24.0% |
| 3M | -16.5% | -18.8% | +2.3% | -15.5% |
| 6M | -24.7% | -74.7% | +50.0% | -17.6% |
| YTD | +40.9% | -68.1% | +109.0% | +50.4% |
| 1Y | +49.8% | -73.5% | +123.3% | +61.7% |
| 3Y | +134.8% | -81.8% | +216.6% | +152.5% |
| All | +91.0% | -95.4% | +186.4% | +139.4% |
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