+14.2%
SYY vs HTZ
-92.5%
+106.8%
-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 | -8.9% | -18.8% | +9.9% | -8.5% |
| 6M | +5.5% | -74.7% | +80.2% | +12.2% |
| YTD | +6.6% | -68.1% | +74.7% | +10.9% |
| 1Y | +7.7% | -73.5% | +81.2% | +13.3% |
| 3Y | +24.0% | -81.8% | +105.9% | +29.5% |
| 5Y | +7.3% | -95.2% | +102.5% | +24.9% |
| All | +14.2% | -92.5% | +106.8% | +32.5% |
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