+94.1%
TQQQ vs HTZ
-93.2%
+187.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -8.0% | +6.2% | -0.1% |
| 7D | -6.6% | -27.5% | +20.9% | 0.0% |
| 30D | -30.4% | -21.9% | -8.5% | -26.9% |
| 3M | -23.2% | -29.2% | +6.0% | -19.0% |
| 6M | -25.5% | -75.2% | +49.7% | -6.3% |
| YTD | +7.9% | -70.8% | +78.7% | +28.4% |
| 1Y | +1.1% | -76.1% | +77.2% | +25.4% |
| 3Y | +186.6% | -82.5% | +269.1% | +223.3% |
| 5Y | +49.5% | -94.1% | +143.6% | +168.1% |
| All | +94.1% | -93.2% | +187.3% | +237.6% |
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