+190.4%
SOXX vs HTZ
-80.7%
+271.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +9.3% | -3.3% | +5.4% |
| 7D | +3.5% | -27.4% | +30.9% | +5.7% |
| 30D | -14.4% | -11.4% | -3.1% | -13.8% |
| 3M | -12.7% | -33.1% | +20.4% | -10.8% |
| 6M | -12.4% | -73.5% | +61.1% | -6.7% |
| YTD | +55.1% | -68.1% | +123.2% | +62.6% |
| 1Y | +58.5% | -74.3% | +132.8% | +67.7% |
| All | +190.4% | -80.7% | +271.1% | +211.2% |
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