+58.2%
QQQI vs HTZ
-75.8%
+134.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.3% | +5.0% | -0.1% |
| 7D | +0.8% | -10.4% | +11.2% | +1.1% |
| 30D | +0.2% | -2.4% | +2.5% | +0.1% |
| 3M | +2.3% | -60.9% | +63.2% | +4.2% |
| 6M | +11.6% | -50.2% | +61.8% | +12.6% |
| YTD | +11.3% | -59.7% | +71.0% | +12.9% |
| 1Y | +17.4% | -66.0% | +83.4% | +19.3% |
| All | +58.2% | -75.8% | +134.1% | +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 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