-93.4%
HTZ vs SOXQ
+181.8%
-275.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -12.1% | -8.7% | -15.0% |
| 7D | -7.7% | -21.6% | +13.9% | +4.0% |
| 30D | -13.1% | -31.7% | +18.6% | +4.1% |
| 3M | +14.7% | -24.8% | +39.5% | +31.4% |
| 6M | -70.6% | -17.7% | -53.0% | -68.6% |
| YTD | -65.2% | +27.7% | -92.9% | -70.2% |
| 1Y | -73.2% | +26.0% | -99.2% | -76.9% |
| 3Y | -80.8% | +165.7% | -246.5% | -90.3% |
| 5Y | -94.8% | +150.1% | -244.9% | -97.3% |
| All | -93.4% | +181.8% | -275.1% | -96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling