+147.9%
TQQQ vs HTZ
-89.5%
+237.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.2% |
| 7D | +0.7% | +7.5% | -6.8% | -0.8% |
| 30D | -0.6% | +47.4% | -48.1% | -10.3% |
| 3M | -14.9% | -54.9% | +40.0% | -4.9% |
| 6M | +44.6% | -47.0% | +91.6% | +53.2% |
| YTD | +37.8% | -55.3% | +93.1% | +51.0% |
| 1Y | +59.2% | -57.6% | +116.8% | +70.8% |
| 3Y | +254.1% | -86.6% | +340.7% | +422.6% |
| 5Y | +100.6% | -86.1% | +186.7% | +226.7% |
| All | +147.9% | -89.5% | +237.4% | +297.0% |
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