-66.4%
HTZ vs SMTC
+70.8%
-137.3%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -12.9% | +22.1% | +12.2% |
| 7D | +18.9% | -24.5% | +43.4% | +26.7% |
| 30D | +26.3% | -42.5% | +68.7% | +44.6% |
| 3M | +49.7% | -14.1% | +63.8% | +48.5% |
| 6M | -61.1% | +3.6% | -64.7% | -63.5% |
| YTD | -56.0% | +50.6% | -106.6% | -63.1% |
| 1Y | -66.4% | +72.2% | -138.7% | -73.2% |
| All | -66.4% | +70.8% | -137.3% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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