+30.8%
ASML vs HTZ
-72.5%
+103.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -20.8% | +11.5% | -7.2% |
| 7D | -19.0% | -7.7% | -11.3% | -18.3% |
| 30D | -25.9% | -13.1% | -12.8% | -25.0% |
| 3M | -19.1% | +14.7% | -33.8% | -21.4% |
| 6M | -5.7% | -70.6% | +64.9% | +7.1% |
| YTD | +27.6% | -65.2% | +92.8% | +40.0% |
| 1Y | +30.8% | -73.2% | +104.0% | +45.7% |
| All | +30.8% | -72.5% | +103.2% | +45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling