-8.5%
ACN vs HTZ
-93.0%
+84.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.1% | +4.6% | -1.1% |
| 7D | -5.7% | -14.0% | +8.2% | -5.0% |
| 30D | +17.0% | -19.8% | +36.8% | +18.1% |
| 3M | +39.9% | -45.0% | +84.9% | +43.7% |
| 6M | +50.2% | -73.2% | +123.4% | +58.7% |
| YTD | -4.2% | -70.0% | +65.9% | -0.1% |
| 1Y | +4.3% | -75.7% | +80.0% | +10.0% |
| 3Y | -17.1% | -82.1% | +64.9% | -14.3% |
| 5Y | -26.5% | -94.3% | +67.8% | -16.2% |
| All | -8.5% | -93.0% | +84.5% | +5.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling