-86.5%
HTZ vs SIMO
+418.6%
-505.1%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.7% | -7.4% | +0.3% |
| 7D | +7.5% | +4.2% | +3.2% | +6.9% |
| 30D | +47.4% | +4.1% | +43.3% | +46.3% |
| 3M | -54.9% | -12.9% | -42.0% | -54.8% |
| 6M | -47.0% | +110.3% | -157.4% | -53.4% |
| YTD | -55.3% | +178.6% | -233.8% | -62.9% |
| 1Y | -57.6% | +220.0% | -277.6% | -66.3% |
| All | -86.5% | +418.6% | -505.1% | -92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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