+47.8%
ADP vs HTZ
-82.6%
+130.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.4% | +7.1% | -1.1% |
| 7D | +3.2% | -14.6% | +17.8% | +3.4% |
| 30D | +14.9% | -20.8% | +35.7% | +15.2% |
| 3M | +11.6% | -18.8% | +30.4% | +11.7% |
| 6M | +48.5% | -74.7% | +123.2% | +51.8% |
| YTD | +20.6% | -68.1% | +88.7% | +22.2% |
| 1Y | +23.7% | -73.5% | +97.2% | +25.9% |
| 3Y | +47.8% | -81.8% | +129.6% | +48.0% |
| All | +47.8% | -82.6% | +130.4% | +48.0% |
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 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