+78.6%
BITO vs HTZ
-82.6%
+161.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.4% | +7.9% | +0.1% |
| 7D | -1.5% | -14.6% | +13.1% | -0.4% |
| 30D | -9.5% | -20.8% | +11.3% | -8.2% |
| 3M | +16.2% | -18.8% | +35.0% | +17.0% |
| 6M | -9.0% | -74.7% | +65.7% | -1.4% |
| YTD | -16.2% | -68.1% | +51.9% | -11.4% |
| 1Y | -27.6% | -73.5% | +45.9% | -22.6% |
| 3Y | +78.6% | -81.8% | +160.4% | +90.0% |
| All | +78.6% | -82.6% | +161.1% | +90.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling