+58.6%
QQQI vs HTZ
-74.5%
+133.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | 0.0% |
| 7D | +1.3% | -2.5% | +3.8% | +1.4% |
| 30D | +0.2% | -3.7% | +4.0% | +0.2% |
| 3M | +1.5% | -57.0% | +58.5% | +3.1% |
| 6M | +13.2% | -47.0% | +60.2% | +14.1% |
| YTD | +11.6% | -57.5% | +69.1% | +13.0% |
| 1Y | +18.0% | -63.5% | +81.5% | +19.7% |
| All | +58.6% | -74.5% | +133.1% | +58.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling