+58.9%
SNPS vs HTZ
-91.9%
+150.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -20.8% | +15.9% | -3.3% |
| 7D | -10.2% | -7.7% | -2.4% | -9.7% |
| 30D | -12.8% | -13.1% | +0.3% | -12.2% |
| 3M | +9.9% | +14.7% | -4.9% | +7.4% |
| 6M | -12.4% | -70.6% | +58.2% | -6.3% |
| YTD | -6.3% | -65.2% | +58.9% | -1.9% |
| 1Y | +7.6% | -73.2% | +80.8% | +14.8% |
| 3Y | -9.8% | -80.8% | +71.1% | -4.4% |
| 5Y | +29.2% | -94.8% | +124.0% | +56.8% |
| All | +58.9% | -91.9% | +150.8% | +93.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling