+134.6%
ADI vs HTZ
-92.5%
+227.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -8.4% | +9.1% | +1.5% |
| 7D | -12.8% | -14.6% | +1.7% | -11.5% |
| 30D | -11.3% | -20.8% | +9.4% | -9.5% |
| 3M | -3.4% | -18.8% | +15.5% | -2.3% |
| 6M | -12.0% | -74.7% | +62.7% | -2.2% |
| YTD | +35.3% | -68.1% | +103.3% | +45.4% |
| 1Y | +58.1% | -73.5% | +131.6% | +72.7% |
| 3Y | +127.4% | -81.8% | +209.2% | +142.4% |
| 5Y | +114.6% | -95.2% | +209.8% | +160.1% |
| All | +134.6% | -92.5% | +227.2% | +187.7% |
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 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