-49.0%
RBLX vs HTZ
-85.9%
+36.8%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +4.2% |
| 7D | +12.4% | +7.5% | +4.9% | +11.4% |
| 30D | +19.7% | +47.4% | -27.8% | +11.8% |
| 3M | -0.1% | -54.9% | +54.8% | +7.4% |
| 6M | -35.7% | -47.0% | +11.3% | -33.5% |
| YTD | -46.6% | -55.3% | +8.7% | -43.5% |
| 1Y | -66.6% | -57.6% | -9.0% | -65.1% |
| 3Y | +52.3% | -86.6% | +138.9% | +118.1% |
| All | -49.0% | -85.9% | +36.8% | -15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling