+260.6%
SNDU vs HTZ
-43.1%
+303.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +1.3% | +22.3% | +23.5% |
| 7D | +35.2% | +7.5% | +27.7% | +34.2% |
| 30D | +50.8% | +47.4% | +3.4% | +34.2% |
| 3M | -43.2% | -54.9% | +11.7% | -30.7% |
| All | +260.6% | -43.1% | +303.7% | +296.1% |
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 · Available span rolling