+201.6%
ARM vs HTZ
-85.8%
+287.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +9.2% | -14.5% | -6.2% |
| 7D | -18.7% | +18.9% | -37.6% | -20.2% |
| 30D | -36.7% | +26.3% | -62.9% | -38.4% |
| 3M | -31.6% | +49.7% | -81.3% | -35.6% |
| 6M | -5.6% | -61.1% | +55.5% | +0.4% |
| YTD | +75.5% | -56.0% | +131.5% | +83.0% |
| 1Y | +19.3% | -66.4% | +85.7% | +26.9% |
| 3Y | +258.6% | -75.8% | +334.3% | +337.2% |
| All | +201.6% | -85.8% | +287.4% | +310.3% |
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