+129.8%
FOXA vs HTZ
-81.9%
+211.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.1% | +2.8% | -3.1% |
| 7D | -2.9% | -14.0% | +11.1% | -2.3% |
| 30D | +5.1% | -19.8% | +24.9% | +6.0% |
| 3M | +4.7% | -45.0% | +49.7% | +6.8% |
| 6M | -0.2% | -73.2% | +73.0% | +3.5% |
| YTD | -9.2% | -70.0% | +60.8% | -6.5% |
| 1Y | -0.6% | -75.7% | +75.1% | +3.1% |
| All | +129.8% | -81.9% | +211.7% | +141.8% |
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