-47.4%
FISV vs HTZ
-82.6%
+35.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.4% | +8.6% | +0.3% |
| 7D | +25.7% | -14.6% | +40.3% | +25.8% |
| 30D | +38.8% | -20.8% | +59.6% | +38.9% |
| 3M | +16.2% | -18.8% | +35.0% | +16.1% |
| 6M | +12.1% | -74.7% | +86.8% | +12.4% |
| YTD | -6.4% | -68.1% | +61.7% | -6.4% |
| 1Y | +2.0% | -73.5% | +75.5% | +2.1% |
| 3Y | -47.4% | -81.8% | +34.4% | -47.8% |
| All | -47.4% | -82.6% | +35.1% | -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