-66.4%
HTZ vs SOXQ
+45.5%
-111.9%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -3.1% | +12.3% | +10.3% |
| 7D | +18.9% | -12.1% | +31.0% | +24.7% |
| 30D | +26.3% | -22.0% | +48.3% | +39.1% |
| 3M | +49.7% | -15.6% | +65.3% | +59.5% |
| 6M | -61.1% | -2.4% | -58.7% | -62.9% |
| YTD | -56.0% | +45.4% | -101.4% | -67.0% |
| 1Y | -66.4% | +47.7% | -114.1% | -75.1% |
| All | -66.4% | +45.5% | -111.9% | -75.1% |
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