-86.4%
HTZ vs SIMO
+269.6%
-356.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.7% | -7.4% | -0.2% |
| 7D | +7.5% | +4.2% | +3.2% | +6.7% |
| 30D | +47.4% | +4.1% | +43.3% | +45.8% |
| 3M | -54.9% | -12.9% | -42.0% | -54.8% |
| 6M | -47.0% | +110.3% | -157.4% | -56.4% |
| YTD | -55.3% | +178.6% | -233.8% | -65.9% |
| 1Y | -57.6% | +220.0% | -277.6% | -69.2% |
| 3Y | -86.6% | +409.0% | -495.6% | -91.7% |
| All | -86.4% | +269.6% | -356.0% | -91.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling