+131.6%
SPMO vs HTZ
-93.2%
+224.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.0% | +7.8% | +0.2% |
| 7D | -2.6% | -27.5% | +24.9% | -1.0% |
| 30D | -14.2% | -21.9% | +7.6% | -13.2% |
| 3M | -12.7% | -29.2% | +16.6% | -11.5% |
| 6M | -9.6% | -75.2% | +65.6% | -4.0% |
| YTD | +9.3% | -70.8% | +80.1% | +14.4% |
| 1Y | +8.2% | -76.1% | +84.4% | +14.4% |
| 3Y | +119.4% | -82.5% | +201.9% | +128.8% |
| 5Y | +112.5% | -94.1% | +206.6% | +141.2% |
| All | +131.6% | -93.2% | +224.8% | +161.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling