+72.3%
XBI vs HTZ
-59.8%
+132.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.9% | -0.9% |
| 7D | -0.9% | -2.5% | +1.6% | -0.8% |
| 30D | +2.9% | -3.7% | +6.6% | +2.9% |
| 3M | +26.2% | -57.0% | +83.2% | +29.2% |
| 6M | +30.7% | -47.0% | +77.7% | +32.9% |
| YTD | +32.9% | -57.5% | +90.4% | +35.9% |
| 1Y | +72.3% | -63.5% | +135.7% | +78.7% |
| All | +72.3% | -59.8% | +132.1% | +78.7% |
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