+216.7%
SMH vs HTZ
-95.4%
+312.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -8.4% | +12.0% | +4.4% |
| 7D | -11.2% | -14.6% | +3.4% | -9.9% |
| 30D | -25.8% | -20.8% | -5.0% | -24.3% |
| 3M | -18.8% | -18.8% | 0.0% | -18.0% |
| 6M | -15.6% | -74.7% | +59.1% | -6.3% |
| YTD | +28.8% | -68.1% | +96.9% | +38.5% |
| 1Y | +32.6% | -73.5% | +106.0% | +44.8% |
| 3Y | +213.6% | -81.8% | +295.4% | +244.2% |
| All | +216.7% | -95.4% | +312.1% | +344.2% |
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