-1.3%
SOFI vs HTZ
-90.1%
+88.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.0% | +3.8% | -0.1% |
| 7D | +5.6% | -2.5% | +8.1% | +6.2% |
| 30D | -2.0% | -3.7% | +1.7% | -2.5% |
| 3M | +9.2% | -57.0% | +66.1% | +23.9% |
| 6M | -4.7% | -47.0% | +42.3% | +0.6% |
| YTD | -31.2% | -57.5% | +26.3% | -23.8% |
| 1Y | -30.6% | -63.5% | +32.8% | -22.6% |
| 3Y | +110.6% | -86.3% | +197.0% | +203.1% |
| 5Y | +16.4% | -86.8% | +103.2% | +76.0% |
| All | -1.3% | -90.1% | +88.8% | +57.1% |
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