-32.1%
BITO vs HTZ
-76.0%
+44.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.1% | +1.8% | -3.7% |
| 7D | -6.3% | -14.0% | +7.6% | -5.1% |
| 30D | -14.6% | -19.8% | +5.2% | -13.0% |
| 3M | +11.4% | -45.0% | +56.4% | +16.6% |
| 6M | -13.3% | -73.2% | +59.9% | -2.7% |
| YTD | -20.9% | -70.0% | +49.1% | -15.4% |
| 1Y | -32.1% | -75.7% | +43.6% | -20.9% |
| All | -32.1% | -76.0% | +44.0% | -20.9% |
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