+4.1%
ARM vs HTZ
-72.5%
+76.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -20.8% | +7.7% | -9.5% |
| 7D | -27.1% | -7.7% | -19.4% | -26.0% |
| 30D | -44.9% | -13.1% | -31.8% | -43.7% |
| 3M | -39.3% | +14.7% | -54.0% | -42.7% |
| 6M | -20.2% | -70.6% | +50.4% | -6.4% |
| YTD | +52.5% | -65.2% | +117.7% | +64.3% |
| 1Y | +4.1% | -73.2% | +77.3% | +12.0% |
| All | +4.1% | -72.5% | +76.5% | +12.0% |
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 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