-29.9%
BITO vs HTZ
-58.1%
+28.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.5% |
| 7D | +2.9% | +7.5% | -4.6% | +2.5% |
| 30D | +22.6% | +47.4% | -24.8% | +19.4% |
| 3M | +24.7% | -54.9% | +79.6% | +28.9% |
| 6M | +7.5% | -47.0% | +54.5% | +9.6% |
| YTD | -10.8% | -55.3% | +44.5% | -8.3% |
| 1Y | -29.9% | -57.6% | +27.7% | -27.2% |
| All | -29.9% | -58.1% | +28.2% | -27.2% |
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