+24.0%
SWKS vs HTZ
-75.8%
+99.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.0% | +7.8% | +0.8% |
| 7D | -3.1% | -27.5% | +24.4% | +0.1% |
| 30D | +8.3% | -21.9% | +30.2% | +10.6% |
| 3M | +20.2% | -29.2% | +49.5% | +23.1% |
| 6M | +24.9% | -75.2% | +100.1% | +46.6% |
| YTD | +33.2% | -70.8% | +104.0% | +48.8% |
| All | +24.0% | -75.8% | +99.9% | +49.7% |
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