+15.0%
SYY vs HTZ
-92.5%
+107.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -8.4% | +10.5% | +2.6% |
| 7D | -7.3% | -14.6% | +7.3% | -6.7% |
| 30D | +0.1% | -20.8% | +20.9% | +1.1% |
| 3M | -8.2% | -18.8% | +10.6% | -7.8% |
| 6M | +6.3% | -74.7% | +81.0% | +13.0% |
| YTD | +7.3% | -68.1% | +75.4% | +11.7% |
| 1Y | +8.5% | -73.5% | +82.0% | +14.1% |
| 3Y | +24.9% | -81.8% | +106.7% | +30.4% |
| 5Y | +8.0% | -95.2% | +103.3% | +25.8% |
| All | +15.0% | -92.5% | +107.6% | +33.5% |
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 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