-51.1%
FISV vs HTZ
-89.5%
+38.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.5% |
| 7D | -0.3% | +7.5% | -7.8% | -0.6% |
| 30D | -2.1% | +47.4% | -49.5% | -3.8% |
| 3M | -5.7% | -54.9% | +49.2% | -3.9% |
| 6M | -15.3% | -47.0% | +31.7% | -14.7% |
| YTD | -21.1% | -55.3% | +34.2% | -20.0% |
| 1Y | -61.1% | -57.6% | -3.4% | -60.6% |
| 3Y | -56.8% | -86.6% | +29.8% | -52.5% |
| 5Y | -54.2% | -86.1% | +31.9% | -50.8% |
| All | -51.1% | -89.5% | +38.5% | -45.4% |
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