+471.8%
AXTI vs HTZ
-89.5%
+561.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.3% | +8.4% | +9.4% |
| 7D | +5.1% | +7.5% | -2.3% | +3.6% |
| 30D | -10.2% | +47.4% | -57.6% | -18.2% |
| 3M | -41.8% | -54.9% | +13.1% | -34.1% |
| 6M | +57.5% | -47.0% | +104.5% | +70.8% |
| YTD | +277.0% | -55.3% | +332.3% | +321.5% |
| 1Y | +1,982.4% | -57.6% | +2,040.1% | +2,194.7% |
| 3Y | +2,234.8% | -86.6% | +2,321.5% | +3,058.4% |
| 5Y | +528.3% | -86.1% | +614.5% | +708.5% |
| All | +471.8% | -89.5% | +561.3% | +692.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling