+7.6%
SLV vs HTZ
-75.3%
+82.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.4% | +8.3% | +0.9% |
| 7D | +5.1% | -14.6% | +19.7% | +6.7% |
| 30D | -12.9% | -20.8% | +7.9% | -10.9% |
| 3M | -16.1% | -18.8% | +2.7% | -15.5% |
| 6M | -33.2% | -74.7% | +41.5% | -19.1% |
| YTD | -27.2% | -68.1% | +40.9% | -15.7% |
| 1Y | +7.6% | -73.5% | +81.1% | +26.8% |
| All | +7.6% | -75.3% | +82.9% | +26.8% |
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