-91.5%
HTZ vs IBB
+31.2%
-122.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +2.2% |
| 7D | +7.5% | +1.4% | +6.1% | +6.0% |
| 30D | +47.4% | +10.5% | +36.9% | +34.3% |
| 3M | -54.9% | +23.6% | -78.5% | -63.7% |
| 6M | -47.0% | +22.6% | -69.6% | -56.9% |
| YTD | -55.3% | +25.7% | -80.9% | -64.4% |
| 1Y | -57.6% | +51.4% | -109.0% | -72.1% |
| 3Y | -86.6% | +64.4% | -151.0% | -91.7% |
| 5Y | -86.1% | +22.1% | -108.3% | -91.1% |
| All | -91.5% | +31.2% | -122.7% | -94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling