+19.0%
XBI vs HTZ
-89.5%
+108.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.7% | -0.5% |
| 7D | +0.9% | +7.5% | -6.6% | +0.1% |
| 30D | +7.1% | +47.4% | -40.4% | +2.0% |
| 3M | +22.9% | -54.9% | +77.8% | +29.8% |
| 6M | +29.7% | -47.0% | +76.7% | +33.5% |
| YTD | +34.5% | -55.3% | +89.7% | +40.6% |
| 1Y | +76.1% | -57.6% | +133.7% | +82.5% |
| 3Y | +103.2% | -86.6% | +189.8% | +139.9% |
| 5Y | +22.8% | -86.1% | +109.0% | +44.5% |
| All | +19.0% | -89.5% | +108.6% | +43.7% |
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 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