+156.4%
ARES vs HTZ
-89.5%
+246.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.1% |
| 7D | -1.7% | +7.5% | -9.1% | -2.6% |
| 30D | +0.3% | +47.4% | -47.2% | -5.9% |
| 3M | +8.5% | -54.9% | +63.4% | +16.8% |
| 6M | +23.5% | -47.0% | +70.5% | +28.9% |
| YTD | -11.2% | -55.3% | +44.0% | -5.3% |
| 1Y | -19.3% | -57.6% | +38.4% | -14.6% |
| 3Y | +48.7% | -86.6% | +135.3% | +83.9% |
| 5Y | +106.5% | -86.1% | +192.7% | +153.4% |
| All | +156.4% | -89.5% | +246.0% | +227.6% |
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