+958.6%
ATI vs HTZ
-94.3%
+1,052.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.0% | +6.8% | -0.3% |
| 7D | +1.3% | -27.5% | +28.9% | +4.4% |
| 30D | -4.8% | -21.9% | +17.1% | -2.8% |
| 3M | -19.9% | -29.2% | +9.3% | -18.0% |
| 6M | +15.4% | -75.2% | +90.6% | +28.2% |
| YTD | +59.2% | -70.8% | +130.0% | +73.2% |
| 1Y | +86.3% | -76.1% | +162.4% | +105.8% |
| 3Y | +318.2% | -82.5% | +400.7% | +357.7% |
| 5Y | +958.6% | -94.1% | +1,052.7% | +1,289.2% |
| All | +958.6% | -94.3% | +1,052.9% | +1,289.2% |
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