+730.0%
ATI vs HTZ
-92.5%
+822.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -8.4% | +12.8% | +5.3% |
| 7D | +6.2% | -14.6% | +20.7% | +7.6% |
| 30D | -7.1% | -20.8% | +13.7% | -5.3% |
| 3M | -21.3% | -18.8% | -2.5% | -20.6% |
| 6M | +6.5% | -74.7% | +81.2% | +18.0% |
| YTD | +53.2% | -68.1% | +121.3% | +65.0% |
| 1Y | +82.7% | -73.5% | +156.2% | +99.7% |
| 3Y | +314.3% | -81.8% | +396.1% | +346.4% |
| 5Y | +890.9% | -95.2% | +986.2% | +1,153.6% |
| All | +730.0% | -92.5% | +822.5% | +955.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling