-93.9%
HTZ vs SOXQ
+229.9%
-323.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +5.7% | +3.6% | +6.6% |
| 7D | -27.4% | +2.9% | -30.3% | -27.9% |
| 30D | -11.4% | -13.6% | +2.3% | -5.2% |
| 3M | -33.1% | -12.5% | -20.5% | -29.0% |
| 6M | -73.5% | -12.4% | -61.1% | -72.5% |
| YTD | -68.1% | +49.6% | -117.7% | -74.7% |
| 1Y | -74.3% | +52.0% | -126.3% | -79.8% |
| 3Y | -80.9% | +199.1% | -280.0% | -90.8% |
| 5Y | -93.8% | +192.6% | -286.4% | -97.0% |
| All | -93.9% | +229.9% | -323.9% | -97.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling