+86.6%
FOXA vs HTZ
-89.5%
+176.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.7% | -3.5% |
| 7D | -4.0% | +7.5% | -11.4% | -4.4% |
| 30D | +12.0% | +47.4% | -35.5% | +8.5% |
| 3M | +0.3% | -54.9% | +55.2% | +3.7% |
| 6M | +12.5% | -47.0% | +59.5% | +14.4% |
| YTD | -9.6% | -55.3% | +45.6% | -7.2% |
| 1Y | +8.6% | -57.6% | +66.2% | +11.0% |
| 3Y | +118.5% | -86.6% | +205.1% | +144.8% |
| 5Y | +88.8% | -86.1% | +174.9% | +104.3% |
| All | +86.6% | -89.5% | +176.2% | +108.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling