-91.5%
HTZ vs FIVN
-81.7%
-9.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.8% | +1.8% |
| 7D | +7.5% | -2.3% | +9.8% | +8.0% |
| 30D | +47.4% | +12.4% | +35.0% | +42.1% |
| 3M | -54.9% | +36.0% | -90.9% | -58.9% |
| 6M | -47.0% | +86.0% | -133.0% | -56.7% |
| YTD | -55.3% | +65.9% | -121.2% | -62.6% |
| 1Y | -57.6% | +26.5% | -84.1% | -62.1% |
| 3Y | -86.6% | -54.2% | -32.4% | -84.7% |
| 5Y | -86.1% | -80.5% | -5.7% | -83.7% |
| All | -91.5% | -81.7% | -9.7% | -90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling