+58.2%
QQQI vs HTZ
-76.2%
+134.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | -0.3% | -11.3% | +11.0% | -0.1% |
| 30D | -0.3% | -27.1% | +26.9% | +0.4% |
| 3M | +1.3% | -59.5% | +60.9% | +3.1% |
| 6M | +11.5% | -50.5% | +62.0% | +12.6% |
| YTD | +11.3% | -60.3% | +71.6% | +12.9% |
| 1Y | +16.9% | -67.1% | +84.0% | +18.9% |
| All | +58.2% | -76.2% | +134.4% | +58.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling