+66.8%
SNPS vs HTZ
-92.5%
+159.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +9.3% | -8.9% | -0.2% |
| 7D | -0.2% | -27.4% | +27.3% | +2.1% |
| 30D | -8.0% | -11.4% | +3.3% | -7.6% |
| 3M | +12.5% | -33.1% | +45.5% | +15.0% |
| 6M | -10.5% | -73.5% | +63.0% | -3.5% |
| YTD | -1.6% | -68.1% | +66.5% | +3.6% |
| 1Y | +16.8% | -74.3% | +91.1% | +25.0% |
| 3Y | -10.9% | -80.9% | +70.0% | -6.5% |
| 5Y | +35.8% | -93.8% | +129.6% | +64.7% |
| All | +66.8% | -92.5% | +159.3% | +104.7% |
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