-86.4%
HTZ vs FND
-60.2%
-26.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.5% |
| 7D | +7.5% | -5.2% | +12.7% | +9.9% |
| 30D | +47.4% | -19.9% | +67.3% | +63.1% |
| 3M | -54.9% | +2.7% | -57.6% | -58.1% |
| 6M | -47.0% | -21.7% | -25.3% | -43.5% |
| YTD | -55.3% | -17.5% | -37.7% | -53.7% |
| 1Y | -57.6% | -39.3% | -18.3% | -48.7% |
| 3Y | -86.6% | -49.8% | -36.8% | -82.7% |
| All | -86.4% | -60.2% | -26.2% | -81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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