+61.3%
EXE vs HTZ
-95.4%
+156.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -8.4% | +7.5% | -0.4% |
| 7D | -6.6% | -14.6% | +8.0% | -5.9% |
| 30D | -4.0% | -20.8% | +16.8% | -3.0% |
| 3M | -7.5% | -18.8% | +11.4% | -7.1% |
| 6M | -11.7% | -74.7% | +63.0% | -6.3% |
| YTD | -22.0% | -68.1% | +46.1% | -19.2% |
| 1Y | -21.8% | -73.5% | +51.7% | -18.0% |
| 3Y | +8.0% | -81.8% | +89.8% | +12.7% |
| All | +61.3% | -95.4% | +156.7% | +107.8% |
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