+90.1%
FOXA vs HTZ
-92.5%
+182.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.4% | +6.9% | -1.0% |
| 7D | +5.4% | -14.6% | +20.0% | +6.3% |
| 30D | +6.3% | -20.8% | +27.1% | +7.7% |
| 3M | +8.3% | -18.8% | +27.1% | +8.9% |
| 6M | +7.6% | -74.7% | +82.3% | +15.2% |
| YTD | -7.9% | -68.1% | +60.1% | -3.7% |
| 1Y | +2.4% | -73.5% | +75.8% | +8.4% |
| 3Y | +120.3% | -81.8% | +202.2% | +131.2% |
| 5Y | +71.0% | -95.2% | +166.2% | +99.1% |
| All | +90.1% | -92.5% | +182.7% | +116.4% |
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