+96.5%
SOUN vs HTZ
-80.7%
+177.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +9.3% | -8.3% | -0.4% |
| 7D | -9.5% | -27.4% | +17.9% | -5.3% |
| 30D | -21.3% | -11.4% | -10.0% | -20.4% |
| 3M | -47.2% | -33.1% | -14.2% | -44.7% |
| 6M | -53.7% | -73.5% | +19.8% | -46.2% |
| YTD | -60.8% | -68.1% | +7.3% | -56.4% |
| 1Y | -70.9% | -74.3% | +3.4% | -66.6% |
| All | +96.5% | -80.7% | +177.2% | +138.5% |
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