+113.9%
SOXX vs HTZ
-58.1%
+172.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.2% | +3.4% |
| 7D | +2.2% | +7.5% | -5.3% | +1.7% |
| 30D | -2.0% | +47.4% | -49.5% | -5.4% |
| 3M | -13.7% | -54.9% | +41.2% | -10.3% |
| 6M | +52.4% | -47.0% | +99.4% | +56.6% |
| YTD | +72.8% | -55.3% | +128.1% | +78.8% |
| 1Y | +113.9% | -57.6% | +171.5% | +123.6% |
| All | +113.9% | -58.1% | +172.0% | +123.6% |
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