+10.3%
SLV vs HTZ
-60.6%
+71.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +9.2% | -4.0% | +4.0% |
| 7D | -3.9% | +18.9% | -22.8% | -6.0% |
| 30D | -14.5% | +26.3% | -40.7% | -17.4% |
| 3M | -12.4% | +49.7% | -62.1% | -19.2% |
| 6M | -28.5% | -61.1% | +32.6% | -18.2% |
| YTD | -26.8% | -56.0% | +29.2% | -18.2% |
| 1Y | +10.3% | -66.4% | +76.8% | +26.9% |
| All | +10.3% | -60.6% | +71.0% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling