+79.3%
ADI vs HTZ
-60.6%
+139.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +9.2% | -12.4% | -3.9% |
| 7D | -5.1% | +18.9% | -24.1% | -6.4% |
| 30D | -3.1% | +26.3% | -29.3% | -5.1% |
| 3M | +7.1% | +49.7% | -42.5% | +2.4% |
| 6M | +2.9% | -61.1% | +64.0% | +10.7% |
| YTD | +51.1% | -56.0% | +107.2% | +57.4% |
| 1Y | +79.3% | -66.4% | +145.7% | +101.0% |
| All | +79.3% | -60.6% | +139.9% | +101.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling