+82.7%
ARES vs HTZ
-95.4%
+178.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.4% | +8.6% | +1.3% |
| 7D | +4.5% | -14.6% | +19.1% | +6.3% |
| 30D | +15.7% | -20.8% | +36.5% | +18.7% |
| 3M | -2.0% | -18.8% | +16.8% | -1.0% |
| 6M | +10.4% | -74.7% | +85.1% | +28.1% |
| YTD | -14.2% | -68.1% | +53.9% | -4.7% |
| 1Y | -7.8% | -73.5% | +65.7% | +4.8% |
| 3Y | +41.4% | -81.8% | +123.2% | +58.1% |
| All | +82.7% | -95.4% | +178.1% | +161.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling