+31.8%
PAYX vs HTZ
-89.5%
+121.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -2.8% |
| 7D | -4.2% | +7.5% | -11.7% | -4.6% |
| 30D | +2.9% | +47.4% | -44.5% | +0.1% |
| 3M | +23.6% | -54.9% | +78.5% | +27.7% |
| 6M | +30.0% | -47.0% | +77.0% | +32.0% |
| YTD | +12.2% | -55.3% | +67.4% | +15.0% |
| 1Y | -7.5% | -57.6% | +50.2% | -5.5% |
| 3Y | +10.1% | -86.6% | +96.7% | +22.2% |
| 5Y | +25.1% | -86.1% | +111.2% | +37.8% |
| All | +31.8% | -89.5% | +121.4% | +48.2% |
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