+24.3%
PAYX vs HTZ
-90.6%
+114.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.3% | +3.4% | -1.6% |
| 7D | -7.5% | -10.4% | +2.9% | -6.9% |
| 30D | -5.3% | -2.4% | -2.9% | -5.5% |
| 3M | +15.6% | -60.9% | +76.5% | +20.4% |
| 6M | +19.5% | -50.2% | +69.7% | +21.6% |
| YTD | +5.8% | -59.7% | +65.5% | +9.0% |
| 1Y | -10.9% | -66.0% | +55.1% | -7.7% |
| 3Y | +5.4% | -87.1% | +92.5% | +16.6% |
| 5Y | +20.4% | -86.9% | +107.2% | +33.2% |
| All | +24.3% | -90.6% | +114.9% | +40.5% |
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