-73.5%
HTZ vs XHB
-1.4%
-72.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.5% | -6.9% | -7.3% |
| 7D | -14.6% | +1.3% | -15.9% | -14.4% |
| 30D | -20.8% | +7.8% | -28.6% | -23.4% |
| 3M | -18.8% | -5.5% | -13.3% | -15.6% |
| 6M | -74.7% | -2.6% | -72.1% | -74.9% |
| YTD | -68.1% | +0.4% | -68.4% | -68.6% |
| 1Y | -73.5% | -1.0% | -72.5% | -73.8% |
| All | -73.5% | -1.4% | -72.1% | -73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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