+86.1%
ROKU vs HTZ
-86.1%
+172.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | +0.4% |
| 7D | -0.1% | -2.5% | +2.3% | +0.1% |
| 30D | +1.5% | -3.7% | +5.2% | +1.2% |
| 3M | +25.7% | -57.0% | +82.7% | +35.3% |
| 6M | +54.5% | -47.0% | +101.4% | +59.5% |
| YTD | +43.2% | -57.5% | +100.7% | +52.0% |
| 1Y | +56.3% | -63.5% | +119.8% | +66.8% |
| 3Y | +86.1% | -86.3% | +172.4% | +156.0% |
| All | +86.1% | -86.1% | +172.2% | +156.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling