-61.1%
HTZ vs EFV
+8.8%
-69.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.1% | +6.0% | +3.9% |
| 7D | +18.9% | +2.9% | +16.1% | +13.5% |
| 30D | +26.3% | +3.6% | +22.7% | +19.1% |
| 3M | +49.7% | -0.1% | +49.8% | +51.3% |
| 6M | -61.1% | +9.6% | -70.7% | -65.6% |
| All | -61.1% | +8.8% | -69.9% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 6mo: compounded portfolio wealth divided by compounded EFV 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…
6mo analysis · Full analysis span regression · 6 months rolling