+145.1%
TQQQ vs HTZ
-90.6%
+235.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.3% | +4.4% | +0.2% |
| 7D | +2.8% | -10.4% | +13.2% | +5.0% |
| 30D | -3.0% | -2.4% | -0.7% | -3.9% |
| 3M | -2.7% | -60.9% | +58.1% | +11.9% |
| 6M | +45.4% | -50.2% | +95.7% | +55.7% |
| YTD | +36.3% | -59.7% | +96.0% | +52.4% |
| 1Y | +53.4% | -66.0% | +119.4% | +72.9% |
| 3Y | +265.6% | -87.1% | +352.6% | +430.5% |
| 5Y | +101.7% | -86.9% | +188.6% | +234.6% |
| All | +145.1% | -90.6% | +235.6% | +300.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling