+110.0%
SLV vs HTZ
-94.7%
+204.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -20.8% | +20.3% | +0.8% |
| 7D | -0.7% | -7.7% | +7.0% | -0.4% |
| 30D | -15.4% | -13.1% | -2.3% | -14.9% |
| 3M | -16.3% | +14.7% | -31.0% | -17.9% |
| 6M | -28.8% | -70.6% | +41.8% | -24.5% |
| YTD | -27.1% | -65.2% | +38.0% | -23.7% |
| 1Y | +7.5% | -73.2% | +80.7% | +13.7% |
| 3Y | +121.2% | -80.8% | +202.0% | +130.3% |
| 5Y | +110.0% | -94.8% | +204.8% | +126.7% |
| All | +110.0% | -94.7% | +204.7% | +126.7% |
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