-93.1%
SQQQ vs HTZ
-95.0%
+1.9%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -0.6% | -9.7% | -10.4% |
| 7D | -1.7% | -16.4% | +14.7% | -4.4% |
| 30D | +29.9% | -15.1% | +45.0% | +27.3% |
| 3M | +16.0% | -28.2% | +44.2% | +11.4% |
| 6M | +3.6% | -73.1% | +76.6% | -17.0% |
| YTD | -35.1% | -68.3% | +33.2% | -44.3% |
| 1Y | -37.0% | -75.2% | +38.2% | -48.6% |
| 3Y | -88.7% | -81.1% | -7.5% | -91.3% |
| 5Y | -93.1% | -95.0% | +1.9% | -96.3% |
| All | -93.1% | -95.0% | +1.9% | -96.3% |
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