-74.0%
HTZ vs SHAK
-16.7%
-57.3%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.3% | -7.9% | -2.2% |
| 7D | -16.4% | +6.5% | -22.9% | -17.5% |
| 30D | -15.1% | +15.3% | -30.4% | -17.6% |
| 3M | -28.2% | +8.5% | -36.7% | -29.6% |
| 6M | -73.1% | +10.0% | -83.1% | -73.8% |
| YTD | -68.3% | -5.0% | -63.3% | -67.5% |
| All | -74.0% | -16.7% | -57.3% | -70.3% |
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