+0.5%
SMCI vs HTZ
-59.8%
+60.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +2.5% |
| 7D | +9.7% | -2.5% | +12.1% | +10.0% |
| 30D | +29.3% | -3.7% | +33.1% | +29.4% |
| 3M | -8.5% | -57.0% | +48.5% | +1.4% |
| 6M | +28.6% | -47.0% | +75.6% | +41.8% |
| YTD | +37.5% | -57.5% | +95.0% | +53.1% |
| 1Y | +0.5% | -63.5% | +64.0% | +16.7% |
| All | +0.5% | -59.8% | +60.4% | +16.7% |
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 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