-0.4%
FISV vs HTZ
-76.0%
+75.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.0% |
| 7D | +22.3% | -16.4% | +38.7% | +22.6% |
| 30D | +39.2% | -15.1% | +54.3% | +39.6% |
| 3M | +21.2% | -28.2% | +49.4% | +21.0% |
| 6M | +14.5% | -73.1% | +87.5% | +16.4% |
| YTD | -5.4% | -68.3% | +62.9% | -6.0% |
| All | -0.4% | -76.0% | +75.5% | +2.8% |
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 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