-45.2%
SOFI vs HTZ
-76.0%
+30.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +3.4% |
| 7D | +0.9% | -16.4% | +17.3% | +2.9% |
| 30D | +6.0% | -15.1% | +21.1% | +7.8% |
| 3M | -8.9% | -28.2% | +19.3% | -6.7% |
| 6M | +6.3% | -73.1% | +79.4% | +20.2% |
| YTD | -36.0% | -68.3% | +32.3% | -30.7% |
| All | -45.2% | -76.0% | +30.8% | -34.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling