+133.0%
ADI vs HTZ
-91.9%
+224.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -20.8% | +9.7% | -9.1% |
| 7D | -16.7% | -7.7% | -8.9% | -16.0% |
| 30D | -14.2% | -13.1% | -1.1% | -13.2% |
| 3M | -4.1% | +14.7% | -18.9% | -6.6% |
| 6M | -10.3% | -70.6% | +60.3% | -1.8% |
| YTD | +34.3% | -65.2% | +99.5% | +43.2% |
| 1Y | +54.9% | -73.2% | +128.1% | +69.1% |
| 3Y | +125.3% | -80.8% | +206.1% | +139.6% |
| 5Y | +113.1% | -94.8% | +207.9% | +156.2% |
| All | +133.0% | -91.9% | +224.8% | +183.4% |
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 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