-76.1%
HTZ vs SOXQ
+40.3%
-116.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.4% | -7.6% | -7.8% |
| 7D | -27.5% | -5.7% | -21.8% | -25.3% |
| 30D | -21.9% | -20.5% | -1.4% | -13.9% |
| 3M | -29.2% | -16.6% | -12.6% | -23.6% |
| 6M | -75.2% | -15.0% | -60.2% | -74.5% |
| YTD | -70.8% | +41.5% | -112.3% | -78.2% |
| 1Y | -76.1% | +40.2% | -116.3% | -82.2% |
| All | -76.1% | +40.3% | -116.5% | -82.2% |
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