-55.1%
FIS vs HTZ
-77.9%
+22.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.0% | +7.9% | -0.2% |
| 7D | -27.4% | -27.5% | +0.1% | -27.7% |
| 30D | -16.8% | -21.9% | +5.0% | -17.2% |
| 3M | -32.6% | -29.2% | -3.4% | -33.1% |
| 6M | -33.4% | -75.2% | +41.8% | -33.1% |
| YTD | -56.0% | -70.8% | +14.8% | -56.1% |
| 1Y | -55.1% | -76.1% | +21.0% | -53.7% |
| All | -55.1% | -77.9% | +22.8% | -53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling