+119.0%
SOFI vs HTZ
-82.4%
+201.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.3% | -1.0% |
| 7D | -4.9% | -8.5% | +3.7% | -3.8% |
| 30D | +8.4% | -18.9% | +27.4% | +11.1% |
| 3M | -16.3% | -36.0% | +19.7% | -11.9% |
| 6M | +0.7% | -74.6% | +75.3% | +16.3% |
| YTD | -41.1% | -70.8% | +29.7% | -34.2% |
| 1Y | -45.7% | -75.3% | +29.6% | -38.0% |
| 3Y | +119.0% | -81.6% | +200.6% | +186.0% |
| All | +119.0% | -82.4% | +201.4% | +186.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling