-64.9%
ROKU vs HTZ
-90.6%
+25.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.3% | +3.7% | -0.6% |
| 7D | -3.0% | -10.4% | +7.3% | -1.1% |
| 30D | +0.7% | -2.4% | +3.1% | -0.1% |
| 3M | +26.5% | -60.9% | +87.3% | +43.6% |
| 6M | +52.6% | -50.2% | +102.9% | +61.5% |
| YTD | +40.9% | -59.7% | +100.7% | +55.1% |
| 1Y | +57.6% | -66.0% | +123.7% | +74.9% |
| 3Y | +83.2% | -87.1% | +170.2% | +146.9% |
| 5Y | -54.8% | -86.9% | +32.0% | -32.8% |
| All | -64.9% | -90.6% | +25.7% | -50.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling