-74.9%
HTZ vs IBB
+84.9%
-159.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.6% | +6.6% | +6.6% |
| 7D | +18.9% | +2.2% | +16.7% | +16.6% |
| 30D | +26.3% | +6.3% | +19.9% | +18.5% |
| 3M | +49.7% | +16.3% | +33.4% | +28.0% |
| 6M | -61.1% | +30.0% | -91.1% | -71.0% |
| YTD | -56.0% | +31.1% | -87.2% | -67.4% |
| 1Y | -66.4% | +42.0% | -108.4% | -77.2% |
| All | -74.9% | +84.9% | -159.8% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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