+26.2%
PAYX vs HTZ
-92.5%
+118.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +9.3% | -10.0% | -1.2% |
| 7D | -2.8% | -27.4% | +24.6% | -1.3% |
| 30D | +11.4% | -11.4% | +22.7% | +11.8% |
| 3M | -3.9% | -33.1% | +29.1% | -2.5% |
| 6M | +27.0% | -73.5% | +100.6% | +34.7% |
| YTD | +7.4% | -68.1% | +75.5% | +11.7% |
| 1Y | +7.9% | -74.3% | +82.2% | +13.7% |
| 3Y | +11.8% | -80.9% | +92.7% | +15.2% |
| 5Y | +9.7% | -93.8% | +103.5% | +24.3% |
| All | +26.2% | -92.5% | +118.8% | +44.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling