+156.8%
ADI vs HTZ
-93.2%
+250.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.2% | -2.5% |
| 7D | +9.5% | -8.5% | +18.0% | +10.4% |
| 30D | -1.4% | -18.9% | +17.5% | +0.4% |
| 3M | +4.7% | -36.0% | +40.8% | +8.7% |
| 6M | -7.4% | -74.6% | +67.1% | +2.7% |
| YTD | +48.1% | -70.8% | +118.9% | +60.5% |
| 1Y | +69.6% | -75.3% | +144.9% | +86.6% |
| 3Y | +144.4% | -81.6% | +225.9% | +158.2% |
| 5Y | +134.1% | -94.4% | +228.6% | +183.9% |
| All | +156.8% | -93.2% | +250.0% | +217.5% |
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