-81.8%
HTZ vs SOXQ
+175.4%
-257.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +3.9% | -12.3% | -9.7% |
| 7D | -14.6% | -12.2% | -2.3% | -10.3% |
| 30D | -20.8% | -28.2% | +7.4% | -11.4% |
| 3M | -18.8% | -22.1% | +3.2% | -11.6% |
| 6M | -74.7% | -18.1% | -56.5% | -73.3% |
| YTD | -68.1% | +32.7% | -100.8% | -71.0% |
| 1Y | -73.5% | +34.1% | -107.6% | -76.0% |
| 3Y | -81.8% | +176.7% | -258.5% | -90.4% |
| All | -81.8% | +175.4% | -257.2% | -90.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling