-94.7%
SQQQ vs HTZ
-87.1%
-7.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | -0.7% |
| 7D | -4.2% | -2.5% | -1.7% | -4.6% |
| 30D | +2.4% | -3.7% | +6.2% | +2.5% |
| 3M | -5.7% | -57.0% | +51.3% | -17.7% |
| 6M | -46.6% | -47.0% | +0.4% | -49.9% |
| YTD | -42.7% | -57.5% | +14.8% | -48.5% |
| 1Y | -52.6% | -63.5% | +10.9% | -58.2% |
| 3Y | -89.8% | -86.3% | -3.5% | -93.9% |
| 5Y | -94.7% | -86.8% | -7.9% | -96.1% |
| All | -94.7% | -87.1% | -7.5% | -96.1% |
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