-91.5%
HTZ vs SOXQ
+266.2%
-357.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.4% | -2.0% | -0.2% |
| 7D | +7.5% | +2.3% | +5.1% | +6.3% |
| 30D | +47.4% | -2.3% | +49.7% | +49.1% |
| 3M | -54.9% | -13.8% | -41.1% | -52.6% |
| 6M | -47.0% | +48.6% | -95.6% | -57.6% |
| YTD | -55.3% | +66.0% | -121.2% | -66.1% |
| 1Y | -57.6% | +107.9% | -165.5% | -71.9% |
| 3Y | -86.6% | +224.1% | -310.8% | -93.8% |
| 5Y | -86.1% | +256.6% | -342.7% | -93.9% |
| All | -91.5% | +266.2% | -357.7% | -96.4% |
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 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