-54.9%
ROKU vs HTZ
-85.9%
+31.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -2.0% |
| 7D | -1.3% | +7.5% | -8.8% | -2.7% |
| 30D | +5.9% | +47.4% | -41.6% | -3.9% |
| 3M | +23.9% | -54.9% | +78.8% | +37.5% |
| 6M | +59.6% | -47.0% | +106.6% | +67.3% |
| YTD | +43.4% | -55.3% | +98.7% | +55.3% |
| 1Y | +60.2% | -57.6% | +117.8% | +69.8% |
| 3Y | +90.4% | -86.6% | +177.0% | +171.5% |
| All | -54.9% | -85.9% | +31.0% | -34.4% |
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