-54.9%
HTZ vs SOLS
+9.7%
-64.6%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -6.5% | +15.7% | +11.2% |
| 7D | +18.9% | -8.8% | +27.7% | +22.1% |
| 30D | +26.3% | -0.6% | +26.9% | +25.8% |
| 3M | +49.7% | -9.0% | +58.7% | +52.7% |
| 6M | -61.1% | -28.7% | -32.4% | -58.2% |
| YTD | -56.0% | +19.2% | -75.2% | -59.7% |
| 1Y | -66.4% | +32.6% | -99.0% | -70.3% |
| All | -54.9% | +9.7% | -64.6% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 all: compounded portfolio wealth divided by compounded SOLS 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…
all analysis · Full analysis span regression · 6 months rolling