+65.8%
IEFA vs HTZ
-82.4%
+148.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.2% |
| 7D | +2.2% | -8.5% | +10.7% | +2.6% |
| 30D | +1.1% | -18.9% | +20.0% | +1.8% |
| 3M | -4.3% | -36.0% | +31.8% | -2.8% |
| 6M | +1.4% | -74.6% | +76.0% | +6.0% |
| YTD | +10.1% | -70.8% | +80.9% | +14.0% |
| 1Y | +12.9% | -75.3% | +88.2% | +17.6% |
| 3Y | +65.8% | -81.6% | +147.4% | +73.2% |
| All | +65.8% | -82.4% | +148.1% | +73.2% |
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