+14.0%
XBI vs HTZ
-92.6%
+106.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.1% |
| 7D | +3.2% | -16.4% | +19.6% | +4.9% |
| 30D | +2.0% | -15.1% | +17.1% | +3.4% |
| 3M | -0.3% | -28.2% | +27.9% | +2.0% |
| 6M | +16.6% | -73.1% | +89.6% | +29.1% |
| YTD | +28.8% | -68.3% | +97.1% | +38.7% |
| 1Y | +44.6% | -75.2% | +119.8% | +59.6% |
| 3Y | +137.1% | -81.1% | +218.2% | +153.3% |
| 5Y | +22.8% | -95.0% | +117.8% | +53.1% |
| All | +14.0% | -92.6% | +106.6% | +41.8% |
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