+140.1%
SPMO vs HTZ
-92.5%
+232.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +9.3% | -5.6% | +3.2% |
| 7D | +1.8% | -27.4% | +29.2% | +3.5% |
| 30D | -10.0% | -11.4% | +1.3% | -9.6% |
| 3M | -9.4% | -33.1% | +23.7% | -7.9% |
| 6M | -7.7% | -73.5% | +65.8% | -2.4% |
| YTD | +13.3% | -68.1% | +81.4% | +18.0% |
| 1Y | +12.7% | -74.3% | +87.0% | +18.6% |
| 3Y | +127.5% | -80.9% | +208.4% | +136.0% |
| 5Y | +119.7% | -93.8% | +213.5% | +148.3% |
| All | +140.1% | -92.5% | +232.7% | +169.3% |
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 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