+4,727.7%
SNDK vs HTZ
-40.1%
+4,767.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | +0.3% |
| 7D | +13.1% | -2.5% | +15.5% | +13.3% |
| 30D | +43.4% | -3.7% | +47.1% | +42.7% |
| 3M | +5.8% | -57.0% | +62.8% | +12.7% |
| 6M | +229.6% | -47.0% | +276.5% | +242.2% |
| YTD | +632.2% | -57.5% | +689.6% | +675.8% |
| 1Y | +2,365.4% | -63.5% | +2,428.9% | +2,534.5% |
| All | +4,727.7% | -40.1% | +4,767.9% | +4,720.9% |
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 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