+24.0%
SYY vs HTZ
-82.6%
+106.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -8.4% | +10.5% | +2.4% |
| 7D | -7.3% | -14.6% | +7.3% | -6.9% |
| 30D | +0.1% | -20.8% | +20.9% | +0.7% |
| 3M | -8.9% | -18.8% | +9.9% | -8.6% |
| 6M | +5.5% | -74.7% | +80.2% | +9.2% |
| YTD | +6.6% | -68.1% | +74.7% | +9.0% |
| 1Y | +7.7% | -73.5% | +81.2% | +10.8% |
| 3Y | +24.0% | -81.8% | +105.9% | +28.1% |
| All | +24.0% | -82.6% | +106.6% | +28.1% |
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