-14.4%
SOFI vs HTZ
-93.0%
+78.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.1% | +2.2% | -2.6% |
| 7D | -2.6% | -14.0% | +11.4% | +0.4% |
| 30D | +2.6% | -19.8% | +22.4% | +6.7% |
| 3M | -12.9% | -45.0% | +32.1% | -2.7% |
| 6M | -1.7% | -73.2% | +71.5% | +22.3% |
| YTD | -40.3% | -70.0% | +29.7% | -29.5% |
| 1Y | -51.5% | -75.7% | +24.2% | -39.8% |
| 3Y | +125.2% | -82.1% | +207.3% | +158.4% |
| 5Y | -31.3% | -94.3% | +63.0% | +22.8% |
| All | -14.4% | -93.0% | +78.6% | +45.3% |
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