+51.8%
QQQI vs HTZ
-82.5%
+134.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.9% |
| 7D | +3.3% | -8.5% | +11.9% | +3.6% |
| 30D | -5.8% | -18.9% | +13.1% | -5.3% |
| 3M | -5.0% | -36.0% | +31.0% | -4.0% |
| 6M | -3.2% | -74.6% | +71.4% | -0.4% |
| YTD | +6.8% | -70.8% | +77.6% | +9.2% |
| 1Y | +9.0% | -75.3% | +84.3% | +11.8% |
| All | +51.8% | -82.5% | +134.3% | +53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling