+109.1%
ADI vs HTZ
-86.4%
+195.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.5% |
| 7D | +0.4% | +7.5% | -7.0% | -0.1% |
| 30D | -3.8% | +47.4% | -51.2% | -7.1% |
| 3M | -15.3% | -54.9% | +39.6% | -11.8% |
| 6M | +6.7% | -47.0% | +53.7% | +9.1% |
| YTD | +34.8% | -55.3% | +90.0% | +39.4% |
| 1Y | +49.0% | -57.6% | +106.7% | +53.4% |
| All | +109.1% | -86.4% | +195.5% | +137.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling