+518.8%
GEV vs HTZ
-79.3%
+598.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +9.3% | -7.9% | +1.2% |
| 7D | -3.0% | -27.4% | +24.5% | -2.2% |
| 30D | -18.9% | -11.4% | -7.5% | -18.7% |
| 3M | -20.1% | -33.1% | +13.0% | -19.5% |
| 6M | -24.6% | -73.5% | +48.9% | -22.6% |
| YTD | +24.0% | -68.1% | +92.1% | +26.0% |
| 1Y | +40.6% | -74.3% | +114.9% | +43.5% |
| All | +518.8% | -79.3% | +598.0% | +472.2% |
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