+20.0%
EXE vs HTZ
-86.4%
+106.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.2% |
| 7D | -0.3% | +7.5% | -7.7% | -0.4% |
| 30D | +8.5% | +47.4% | -39.0% | +7.3% |
| 3M | +5.5% | -54.9% | +60.4% | +6.6% |
| 6M | -5.9% | -47.0% | +41.1% | -5.6% |
| YTD | -9.7% | -55.3% | +45.5% | -9.1% |
| 1Y | +3.6% | -57.6% | +61.2% | +4.0% |
| All | +20.0% | -86.4% | +106.5% | +25.4% |
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 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