-8.2%
SOFI vs HTZ
-92.6%
+84.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +3.5% |
| 7D | +0.9% | -16.4% | +17.3% | +4.4% |
| 30D | +6.0% | -15.1% | +21.1% | +9.1% |
| 3M | -8.9% | -28.2% | +19.3% | -4.4% |
| 6M | +6.3% | -73.1% | +79.4% | +32.5% |
| YTD | -36.0% | -68.3% | +32.3% | -25.3% |
| 1Y | -40.6% | -75.2% | +34.6% | -26.5% |
| 3Y | +144.5% | -81.1% | +225.7% | +178.5% |
| 5Y | -24.3% | -95.0% | +70.7% | +39.5% |
| All | -8.2% | -92.6% | +84.4% | +54.1% |
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 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