+83.3%
ARES vs HTZ
-94.7%
+178.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -20.8% | +18.5% | +0.5% |
| 7D | +4.9% | -7.7% | +12.6% | +5.7% |
| 30D | +13.6% | -13.1% | +26.7% | +15.1% |
| 3M | -3.3% | +14.7% | -18.1% | -7.3% |
| 6M | +11.0% | -70.6% | +81.6% | +26.2% |
| YTD | -14.4% | -65.2% | +50.8% | -6.0% |
| 1Y | -9.1% | -73.2% | +64.0% | +3.2% |
| 3Y | +37.1% | -80.8% | +117.9% | +53.4% |
| 5Y | +83.3% | -94.8% | +178.1% | +159.3% |
| All | +83.3% | -94.7% | +178.1% | +159.3% |
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