+663.2%
FLEX vs HTZ
-85.9%
+749.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.4% |
| 7D | -0.9% | +7.5% | -8.4% | -1.7% |
| 30D | -10.1% | +47.4% | -57.6% | -15.0% |
| 3M | -31.3% | -54.9% | +23.6% | -27.0% |
| 6M | +71.3% | -47.0% | +118.3% | +78.4% |
| YTD | +81.2% | -55.3% | +136.5% | +91.9% |
| 1Y | +98.5% | -57.6% | +156.1% | +108.8% |
| 3Y | +428.2% | -86.6% | +514.8% | +537.6% |
| All | +663.2% | -85.9% | +749.1% | +791.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling