-86.5%
HTZ vs EFX
-11.7%
-74.9%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.4% | +7.7% | +4.0% |
| 7D | +7.5% | -8.6% | +16.1% | +11.3% |
| 30D | +47.4% | +0.1% | +47.3% | +46.5% |
| 3M | -54.9% | +3.8% | -58.7% | -56.8% |
| 6M | -47.0% | -13.5% | -33.5% | -44.0% |
| YTD | -55.3% | -17.7% | -37.6% | -51.9% |
| 1Y | -57.6% | -25.6% | -32.1% | -51.9% |
| All | -86.5% | -11.7% | -74.9% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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