-95.0%
HTZ vs EFX
-31.2%
-63.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -2.2% | -6.2% | -7.3% |
| 7D | -14.6% | +2.7% | -17.3% | -15.8% |
| 30D | -20.8% | +33.1% | -53.9% | -31.9% |
| 3M | -18.8% | +8.2% | -27.0% | -22.8% |
| 6M | -74.7% | +10.2% | -84.8% | -77.1% |
| YTD | -68.1% | -11.8% | -56.3% | -67.3% |
| 1Y | -73.5% | -6.1% | -67.4% | -73.9% |
| 3Y | -81.8% | +7.5% | -89.3% | -84.4% |
| All | -95.0% | -31.2% | -63.8% | -94.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling