-57.6%
HTZ vs SPXU
-40.4%
-17.3%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | +0.1% | +1.8% |
| 7D | +7.5% | -0.1% | +7.6% | +7.4% |
| 30D | +47.4% | +0.8% | +46.6% | +47.9% |
| 3M | -54.9% | -4.7% | -50.2% | -55.2% |
| 6M | -47.0% | -29.6% | -17.4% | -52.9% |
| YTD | -55.3% | -29.9% | -25.4% | -60.1% |
| 1Y | -57.6% | -39.1% | -18.6% | -63.2% |
| All | -57.6% | -40.4% | -17.3% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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