+711.1%
SMCI vs HTZ
-92.5%
+803.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -8.4% | +14.6% | +7.4% |
| 7D | -12.7% | -14.6% | +1.9% | -11.1% |
| 30D | -36.0% | -20.8% | -15.2% | -34.2% |
| 3M | -2.1% | -18.8% | +16.7% | -0.2% |
| 6M | -17.0% | -74.7% | +57.7% | -3.9% |
| YTD | -1.7% | -68.1% | +66.4% | +10.0% |
| 1Y | -28.7% | -73.5% | +44.8% | -18.7% |
| 3Y | +13.9% | -81.8% | +95.7% | +25.6% |
| 5Y | +517.4% | -95.2% | +612.7% | +708.8% |
| All | +711.1% | -92.5% | +803.6% | +975.9% |
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