-32.2%
ACN vs HTZ
-89.5%
+57.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.6% | -3.4% |
| 7D | -1.5% | +7.5% | -9.0% | -1.9% |
| 30D | +9.4% | +47.4% | -38.1% | +6.6% |
| 3M | +5.6% | -54.9% | +60.6% | +8.9% |
| 6M | -9.3% | -47.0% | +37.8% | -8.1% |
| YTD | -29.0% | -55.3% | +26.3% | -27.3% |
| 1Y | -24.7% | -57.6% | +33.0% | -23.2% |
| 3Y | -39.8% | -86.6% | +46.8% | -32.9% |
| 5Y | -40.9% | -86.1% | +45.2% | -33.0% |
| All | -32.2% | -89.5% | +57.3% | -23.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling