+180.1%
SOXX vs HTZ
-93.6%
+273.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +9.3% | -3.3% | +5.0% |
| 7D | +3.5% | -27.4% | +30.9% | +7.2% |
| 30D | -14.4% | -11.4% | -3.1% | -13.5% |
| 3M | -12.7% | -33.1% | +20.4% | -9.6% |
| 6M | -12.4% | -73.5% | +61.1% | -1.7% |
| YTD | +55.1% | -68.1% | +123.2% | +68.6% |
| 1Y | +58.5% | -74.3% | +132.8% | +76.1% |
| 3Y | +187.5% | -80.9% | +268.4% | +214.5% |
| 5Y | +180.1% | -93.8% | +273.9% | +295.3% |
| All | +180.1% | -93.6% | +273.8% | +295.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling