+1,214.5%
FIX vs HTZ
-92.5%
+1,307.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -8.4% | +13.8% | +6.2% |
| 7D | -17.5% | -14.6% | -2.9% | -16.4% |
| 30D | -41.6% | -20.8% | -20.8% | -40.5% |
| 3M | -40.6% | -18.8% | -21.8% | -40.1% |
| 6M | -49.4% | -74.7% | +25.3% | -44.3% |
| YTD | +9.2% | -68.1% | +77.3% | +16.5% |
| 1Y | +6.5% | -73.5% | +79.9% | +15.2% |
| 3Y | +448.7% | -81.8% | +530.5% | +480.8% |
| 5Y | +948.7% | -95.2% | +1,044.0% | +1,216.9% |
| All | +1,214.5% | -92.5% | +1,307.1% | +1,505.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling