-74.9%
HTZ vs SSNC
+58.1%
-133.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.6% | +10.8% | +10.1% |
| 7D | +18.9% | -1.1% | +20.1% | +19.6% |
| 30D | +26.3% | +0.6% | +25.6% | +25.6% |
| 3M | +49.7% | -1.5% | +51.2% | +50.4% |
| 6M | -61.1% | +15.8% | -76.9% | -65.5% |
| YTD | -56.0% | -8.0% | -48.1% | -52.8% |
| 1Y | -66.4% | -5.8% | -60.6% | -64.8% |
| All | -74.9% | +58.1% | -133.1% | -88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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