-66.4%
HTZ vs SHAK
-21.2%
-45.2%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.8% | +5.4% | +8.4% |
| 7D | +18.9% | +8.3% | +10.6% | +17.0% |
| 30D | +26.3% | +16.7% | +9.6% | +22.2% |
| 3M | +49.7% | +10.0% | +39.7% | +45.2% |
| 6M | -61.1% | -23.8% | -37.3% | -58.1% |
| YTD | -56.0% | -10.3% | -45.7% | -54.5% |
| 1Y | -66.4% | -22.9% | -43.5% | -62.4% |
| All | -66.4% | -21.2% | -45.2% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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