+107.5%
SOXX vs HTZ
-65.1%
+172.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +1.9% |
| 7D | +1.4% | -11.3% | +12.7% | +2.2% |
| 30D | -3.6% | -27.1% | +23.6% | -1.6% |
| 3M | -10.2% | -59.5% | +49.4% | -5.8% |
| 6M | +54.2% | -50.5% | +104.7% | +59.6% |
| YTD | +75.2% | -60.3% | +135.5% | +82.9% |
| 1Y | +107.5% | -67.1% | +174.7% | +121.7% |
| All | +107.5% | -65.1% | +172.6% | +121.7% |
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