+20.7%
XLK vs HTZ
-60.6%
+81.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.2% | -9.2% | -0.5% |
| 7D | -7.6% | +18.9% | -26.5% | -8.5% |
| 30D | -12.2% | +26.3% | -38.4% | -13.4% |
| 3M | -5.5% | +49.7% | -55.1% | -8.5% |
| 6M | +9.2% | -61.1% | +70.3% | +15.0% |
| YTD | +23.0% | -56.0% | +79.1% | +26.0% |
| 1Y | +20.7% | -66.4% | +87.1% | +26.9% |
| All | +20.7% | -60.6% | +81.3% | +26.9% |
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