+12.7%
SPMO vs HTZ
-76.0%
+88.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.1% | +6.1% | +0.4% |
| 7D | +9.8% | -14.0% | +23.8% | +10.6% |
| 30D | -9.2% | -19.8% | +10.6% | -8.1% |
| 3M | -11.0% | -45.0% | +34.0% | -8.4% |
| 6M | -6.6% | -73.2% | +66.6% | +0.4% |
| YTD | +13.3% | -70.0% | +83.4% | +19.3% |
| 1Y | +12.7% | -75.7% | +88.4% | +20.8% |
| All | +12.7% | -76.0% | +88.7% | +20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling