+130.9%
SOUN vs HTZ
-82.6%
+213.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -8.4% | +4.9% | -2.2% |
| 7D | -2.6% | -14.6% | +12.0% | -0.7% |
| 30D | -27.0% | -20.8% | -6.2% | -24.8% |
| 3M | -41.9% | -18.8% | -23.1% | -41.0% |
| 6M | -56.1% | -74.7% | +18.6% | -48.8% |
| YTD | -58.8% | -68.1% | +9.3% | -54.2% |
| 1Y | -71.1% | -73.5% | +2.4% | -67.1% |
| 3Y | +130.9% | -81.8% | +212.7% | +198.8% |
| All | +130.9% | -82.6% | +213.5% | +198.8% |
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