+108.6%
ASML vs HTZ
-85.9%
+194.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.3% | +2.9% | +4.0% |
| 7D | +1.1% | +7.5% | -6.4% | +0.4% |
| 30D | +2.2% | +47.4% | -45.3% | -2.5% |
| 3M | -2.3% | -54.9% | +52.6% | +3.1% |
| 6M | +23.0% | -47.0% | +70.0% | +27.1% |
| YTD | +61.1% | -55.3% | +116.3% | +68.9% |
| 1Y | +129.1% | -57.6% | +186.8% | +138.4% |
| 3Y | +165.4% | -86.6% | +252.0% | +230.0% |
| All | +108.6% | -85.9% | +194.4% | +159.5% |
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