+66.5%
STX vs HTZ
-75.3%
+141.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.4% | +7.2% | -0.1% |
| 7D | -28.5% | -14.6% | -13.9% | -26.7% |
| 30D | -42.9% | -20.8% | -22.1% | -41.2% |
| 3M | -45.9% | -18.8% | -27.1% | -45.1% |
| 6M | -41.3% | -74.7% | +33.4% | -28.7% |
| YTD | +67.9% | -68.1% | +136.0% | +88.5% |
| 1Y | +66.5% | -73.5% | +140.0% | +90.5% |
| All | +66.5% | -75.3% | +141.8% | +90.5% |
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