+25.4%
SYY vs HTZ
-82.4%
+107.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.0% | +7.0% | -0.7% |
| 7D | +4.7% | -27.5% | +32.3% | +5.7% |
| 30D | -0.7% | -21.9% | +21.2% | 0.0% |
| 3M | -6.8% | -29.2% | +22.5% | -6.1% |
| 6M | +8.6% | -75.2% | +83.8% | +12.5% |
| YTD | +8.4% | -70.8% | +79.2% | +11.2% |
| 1Y | +7.1% | -76.1% | +83.2% | +10.5% |
| All | +25.4% | -82.4% | +107.8% | +28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling