-66.4%
HTZ vs BOXX
+4.1%
-70.5%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.1% | +8.9% |
| 7D | +18.9% | +0.1% | +18.8% | +17.9% |
| 30D | +26.3% | +0.4% | +25.9% | +22.5% |
| 3M | +49.7% | +1.0% | +48.7% | +37.7% |
| 6M | -61.1% | +2.0% | -63.1% | -62.9% |
| YTD | -56.0% | +3.3% | -59.3% | -62.8% |
| 1Y | -66.4% | +4.1% | -70.5% | -72.7% |
| All | -66.4% | +4.1% | -70.5% | -72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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