+43.6%
IEFA vs HTZ
-95.4%
+139.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -8.4% | +7.6% | -0.3% |
| 7D | -1.6% | -14.6% | +13.0% | -0.7% |
| 30D | -1.5% | -20.8% | +19.3% | -0.3% |
| 3M | -5.2% | -18.8% | +13.6% | -4.7% |
| 6M | -1.6% | -74.7% | +73.1% | +5.4% |
| YTD | +7.7% | -68.1% | +75.8% | +12.8% |
| 1Y | +12.2% | -73.5% | +85.7% | +18.8% |
| 3Y | +62.1% | -81.8% | +143.9% | +71.0% |
| All | +43.6% | -95.4% | +139.0% | +69.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling