-57.6%
HTZ vs SOXQ
+111.3%
-169.0%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.4% | -2.0% | +0.2% |
| 7D | +7.5% | +2.3% | +5.1% | +6.7% |
| 30D | +47.4% | -2.3% | +49.7% | +48.7% |
| 3M | -54.9% | -13.8% | -41.1% | -53.3% |
| 6M | -47.0% | +48.6% | -95.6% | -53.5% |
| YTD | -55.3% | +66.0% | -121.2% | -60.8% |
| 1Y | -57.6% | +107.9% | -165.5% | -65.4% |
| All | -57.6% | +111.3% | -169.0% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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