-24.4%
ACN vs HTZ
-95.0%
+70.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.7% | -2.3% |
| 7D | -2.5% | -16.4% | +13.9% | -1.7% |
| 30D | +22.6% | -15.1% | +37.8% | +23.5% |
| 3M | +45.9% | -28.2% | +74.1% | +47.8% |
| 6M | +43.8% | -73.1% | +116.9% | +53.0% |
| YTD | -2.5% | -68.3% | +65.8% | +1.8% |
| 1Y | +6.5% | -75.2% | +81.7% | +12.9% |
| 3Y | -14.2% | -81.1% | +67.0% | -10.2% |
| 5Y | -24.4% | -95.0% | +70.6% | -6.7% |
| All | -24.4% | -95.0% | +70.6% | -6.7% |
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