-91.5%
HTZ vs EVRG
+65.3%
-156.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.5% |
| 7D | +7.5% | +1.1% | +6.4% | +7.0% |
| 30D | +47.4% | -1.0% | +48.4% | +47.9% |
| 3M | -54.9% | +0.4% | -55.3% | -55.4% |
| 6M | -47.0% | -0.8% | -46.2% | -47.3% |
| YTD | -55.3% | +15.3% | -70.6% | -58.6% |
| 1Y | -57.6% | +17.9% | -75.5% | -61.5% |
| 3Y | -86.6% | +71.9% | -158.5% | -90.0% |
| 5Y | -86.1% | +45.3% | -131.4% | -89.6% |
| All | -91.5% | +65.3% | -156.8% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 all: compounded portfolio wealth divided by compounded EVRG 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…
all analysis · Full analysis span regression · 6 months rolling