+77.5%
QQQ vs HTZ
-94.4%
+172.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -1.0% |
| 7D | +3.6% | -8.5% | +12.2% | +4.2% |
| 30D | -6.7% | -18.9% | +12.2% | -5.5% |
| 3M | -7.0% | -36.0% | +29.0% | -4.5% |
| 6M | -4.7% | -74.6% | +69.9% | +3.2% |
| YTD | +11.1% | -70.8% | +81.9% | +17.9% |
| 1Y | +12.3% | -75.3% | +87.6% | +20.6% |
| 3Y | +83.3% | -81.6% | +164.9% | +93.9% |
| All | +77.5% | -94.4% | +172.0% | +130.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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