+143.8%
FITB vs HTZ
-81.5%
+225.3%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.5% |
| 7D | -1.1% | -16.4% | +15.3% | -0.1% |
| 30D | +7.3% | -15.1% | +22.5% | +8.2% |
| 3M | -4.0% | -28.2% | +24.2% | -2.6% |
| 6M | +11.9% | -73.1% | +85.0% | +20.5% |
| YTD | +19.0% | -68.3% | +87.3% | +25.6% |
| 1Y | +31.0% | -75.2% | +106.3% | +40.6% |
| 3Y | +143.8% | -81.1% | +224.9% | +175.4% |
| All | +143.8% | -81.5% | +225.3% | +175.4% |
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