+132.1%
SPMO vs HTZ
-92.6%
+224.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.4% |
| 7D | -1.9% | -16.4% | +14.5% | -1.0% |
| 30D | -14.1% | -15.1% | +1.0% | -13.4% |
| 3M | -13.1% | -28.2% | +15.1% | -12.0% |
| 6M | -9.4% | -73.1% | +63.7% | -4.2% |
| YTD | +9.5% | -68.3% | +77.8% | +14.1% |
| 1Y | +10.5% | -75.2% | +85.7% | +16.6% |
| 3Y | +124.4% | -81.1% | +205.5% | +133.2% |
| 5Y | +110.5% | -95.0% | +205.5% | +138.9% |
| All | +132.1% | -92.6% | +224.6% | +160.4% |
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