-32.3%
BITO vs HTZ
-65.3%
+33.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.3% | +5.0% | 0.0% |
| 7D | +1.1% | -10.4% | +11.4% | +1.6% |
| 30D | +21.8% | -2.4% | +24.1% | +21.5% |
| 3M | +25.0% | -60.9% | +85.9% | +30.2% |
| 6M | +11.3% | -50.2% | +61.6% | +13.9% |
| YTD | -12.7% | -59.7% | +47.0% | -9.8% |
| 1Y | -32.3% | -66.0% | +33.7% | -28.7% |
| All | -32.3% | -65.3% | +33.0% | -28.7% |
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