-9.1%
BITO vs HTZ
-90.3%
+81.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.0% | +3.1% | -1.3% |
| 7D | +1.5% | -2.5% | +4.0% | +1.8% |
| 30D | +20.0% | -3.7% | +23.8% | +19.8% |
| 3M | +22.8% | -57.0% | +79.7% | +31.7% |
| 6M | +13.1% | -47.0% | +60.1% | +16.8% |
| YTD | -12.5% | -57.5% | +45.0% | -7.2% |
| 1Y | -32.6% | -63.5% | +30.9% | -28.1% |
| 3Y | +151.0% | -86.3% | +237.4% | +209.8% |
| All | -9.1% | -90.3% | +81.2% | +17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling