+52.5%
SOXX vs HTZ
-60.6%
+113.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +9.2% | -12.3% | -4.0% |
| 7D | -13.7% | +18.9% | -32.7% | -15.2% |
| 30D | -23.6% | +26.3% | -49.9% | -25.7% |
| 3M | -16.9% | +49.7% | -66.5% | -21.7% |
| 6M | -2.4% | -61.1% | +58.7% | +7.1% |
| YTD | +49.8% | -56.0% | +105.9% | +57.2% |
| 1Y | +52.5% | -66.4% | +118.9% | +67.7% |
| All | +52.5% | -60.6% | +113.1% | +67.7% |
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