-93.4%
HTZ vs SPXS
-83.6%
-9.8%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -4.9% | +14.1% | +6.9% |
| 7D | +18.9% | +2.2% | +16.8% | +20.5% |
| 30D | +26.3% | +3.8% | +22.5% | +29.2% |
| 3M | +49.7% | +3.3% | +46.3% | +53.5% |
| 6M | -61.1% | -16.7% | -44.4% | -63.4% |
| YTD | -56.0% | -28.5% | -27.5% | -60.5% |
| 1Y | -66.4% | -30.4% | -36.0% | -70.0% |
| 3Y | -75.8% | -81.6% | +5.8% | -87.0% |
| All | -93.4% | -83.6% | -9.8% | -95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 5y: compounded portfolio wealth divided by compounded SPXS 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…
5y analysis · Full analysis span regression · 6 months rolling