-21.4%
ACN vs HTZ
-94.7%
+73.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -20.8% | +21.1% | +1.6% |
| 7D | +7.3% | -7.7% | +15.0% | +7.6% |
| 30D | +38.2% | -13.1% | +51.3% | +39.0% |
| 3M | +56.6% | +14.7% | +41.8% | +53.9% |
| 6M | +51.1% | -70.6% | +121.7% | +59.8% |
| YTD | +1.7% | -65.2% | +66.9% | +5.5% |
| 1Y | +10.1% | -73.2% | +83.3% | +16.2% |
| 3Y | -10.3% | -80.8% | +70.5% | -5.2% |
| 5Y | -21.4% | -94.8% | +73.4% | -3.4% |
| All | -21.4% | -94.7% | +73.3% | -3.4% |
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