+764.4%
ATI vs HTZ
-93.2%
+857.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.6% | -1.1% | -3.5% |
| 7D | +4.2% | -8.5% | +12.7% | +5.0% |
| 30D | -2.5% | -18.9% | +16.4% | -1.0% |
| 3M | -19.4% | -36.0% | +16.6% | -16.4% |
| 6M | +11.1% | -74.6% | +85.7% | +23.0% |
| YTD | +59.5% | -70.8% | +130.4% | +73.3% |
| 1Y | +85.8% | -75.3% | +161.1% | +104.4% |
| 3Y | +311.9% | -81.6% | +393.5% | +339.0% |
| 5Y | +963.2% | -94.4% | +1,057.7% | +1,230.1% |
| All | +764.4% | -93.2% | +857.6% | +1,007.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling