+45.6%
TQQQ vs HTZ
-95.0%
+140.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | -0.6% | +10.8% | +10.3% |
| 7D | -3.2% | -16.4% | +13.2% | +0.9% |
| 30D | -29.2% | -15.1% | -14.1% | -26.6% |
| 3M | -22.5% | -28.2% | +5.7% | -18.3% |
| 6M | -24.2% | -73.1% | +48.9% | -4.9% |
| YTD | +9.9% | -68.3% | +78.2% | +29.8% |
| 1Y | +9.7% | -75.2% | +84.9% | +36.9% |
| 3Y | +211.3% | -81.1% | +292.4% | +253.4% |
| 5Y | +45.6% | -95.0% | +140.6% | +225.9% |
| All | +45.6% | -95.0% | +140.6% | +225.9% |
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