+488.5%
FIX vs HTZ
-76.0%
+564.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +9.2% | -24.3% | -15.5% |
| 7D | -18.9% | +18.9% | -37.9% | -19.7% |
| 30D | -36.3% | +26.3% | -62.6% | -37.2% |
| 3M | -38.5% | +49.7% | -88.2% | -40.3% |
| 6M | -42.3% | -61.1% | +18.8% | -40.2% |
| YTD | +17.1% | -56.0% | +73.1% | +19.8% |
| 1Y | +14.4% | -66.4% | +80.8% | +18.4% |
| All | +488.5% | -76.0% | +564.5% | +518.7% |
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 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