+21.8%
PAYX vs HTZ
-87.1%
+109.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.0% | +1.1% | -3.7% |
| 7D | -6.9% | -2.5% | -4.5% | -6.8% |
| 30D | -2.6% | -3.7% | +1.2% | -2.8% |
| 3M | +19.4% | -57.0% | +76.4% | +23.8% |
| 6M | +18.7% | -47.0% | +65.6% | +20.4% |
| YTD | +7.8% | -57.5% | +65.3% | +10.9% |
| 1Y | -9.9% | -63.5% | +53.6% | -7.0% |
| 3Y | +7.4% | -86.3% | +93.8% | +19.9% |
| 5Y | +21.8% | -86.8% | +108.6% | +35.5% |
| All | +21.8% | -87.1% | +109.0% | +35.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling