+19.3%
ARM vs HTZ
-60.6%
+80.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +9.2% | -14.5% | -6.6% |
| 7D | -18.7% | +18.9% | -37.6% | -20.9% |
| 30D | -36.7% | +26.3% | -62.9% | -39.3% |
| 3M | -31.6% | +49.7% | -81.3% | -38.4% |
| 6M | -5.6% | -61.1% | +55.5% | +5.5% |
| YTD | +75.5% | -56.0% | +131.5% | +81.6% |
| 1Y | +19.3% | -66.4% | +85.7% | +23.5% |
| All | +19.3% | -60.6% | +80.0% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling