-47.5%
FISV vs HTZ
-82.4%
+34.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.6% | +6.3% | +3.7% |
| 7D | +1.4% | -8.5% | +10.0% | +1.5% |
| 30D | +38.4% | -18.9% | +57.4% | +38.6% |
| 3M | +14.9% | -36.0% | +51.0% | +15.0% |
| 6M | +21.8% | -74.6% | +96.4% | +22.1% |
| YTD | -5.0% | -70.8% | +65.8% | -5.0% |
| 1Y | -1.2% | -75.3% | +74.1% | -1.1% |
| 3Y | -47.5% | -81.6% | +34.0% | -47.8% |
| All | -47.5% | -82.4% | +34.8% | -47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling