+1,016.5%
SMCI vs HTZ
-89.5%
+1,106.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.2% | +4.4% |
| 7D | +6.8% | +7.5% | -0.7% | +5.7% |
| 30D | +30.6% | +47.4% | -16.9% | +22.8% |
| 3M | -15.6% | -54.9% | +39.3% | -8.7% |
| 6M | +21.3% | -47.0% | +68.3% | +28.1% |
| YTD | +35.3% | -55.3% | +90.5% | +45.4% |
| 1Y | -2.7% | -57.6% | +54.9% | +3.8% |
| 3Y | +40.3% | -86.6% | +126.9% | +71.2% |
| 5Y | +941.8% | -86.1% | +1,028.0% | +1,143.5% |
| All | +1,016.5% | -89.5% | +1,106.0% | +1,321.9% |
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 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