+53.3%
QQQI vs HTZ
-82.0%
+135.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.1% | +5.8% | -0.1% |
| 7D | +5.6% | -14.0% | +19.6% | +6.1% |
| 30D | -6.5% | -19.8% | +13.3% | -6.0% |
| 3M | -3.4% | -45.0% | +41.6% | -2.0% |
| 6M | -1.6% | -73.2% | +71.6% | +1.1% |
| YTD | +7.8% | -70.0% | +77.9% | +10.2% |
| 1Y | +8.1% | -75.7% | +83.8% | +10.8% |
| All | +53.3% | -82.0% | +135.3% | +54.5% |
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