+1,038.1%
STX vs HTZ
-89.5%
+1,127.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.3% | +5.0% | +6.2% |
| 7D | +2.4% | +7.5% | -5.1% | +1.6% |
| 30D | +1.4% | +47.4% | -46.0% | -3.7% |
| 3M | -8.2% | -54.9% | +46.7% | -2.8% |
| 6M | +127.0% | -47.0% | +174.0% | +134.8% |
| YTD | +209.1% | -55.3% | +264.4% | +225.0% |
| 1Y | +365.4% | -57.6% | +423.1% | +385.8% |
| 3Y | +1,135.4% | -86.6% | +1,222.0% | +1,335.5% |
| 5Y | +991.5% | -86.1% | +1,077.6% | +1,175.2% |
| All | +1,038.1% | -89.5% | +1,127.7% | +1,263.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling