+82.7%
ATI vs HTZ
-75.3%
+158.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -8.4% | +12.8% | +5.5% |
| 7D | +6.2% | -14.6% | +20.7% | +8.2% |
| 30D | -7.1% | -20.8% | +13.7% | -4.7% |
| 3M | -21.3% | -18.8% | -2.5% | -20.6% |
| 6M | +6.5% | -74.7% | +81.2% | +25.2% |
| YTD | +53.2% | -68.1% | +121.3% | +70.2% |
| 1Y | +82.7% | -73.5% | +156.2% | +107.6% |
| All | +82.7% | -75.3% | +158.0% | +107.6% |
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 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