-73.5%
HTZ vs MDY
+12.3%
-85.8%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.6% | -9.0% | -9.7% |
| 7D | -14.6% | -1.7% | -12.9% | -9.8% |
| 30D | -20.8% | -0.9% | -19.9% | -17.5% |
| 3M | -18.8% | -5.7% | -13.1% | -6.8% |
| 6M | -74.7% | -2.9% | -71.8% | -72.9% |
| YTD | -68.1% | +9.8% | -77.9% | -73.3% |
| 1Y | -73.5% | +13.5% | -87.0% | -79.6% |
| All | -73.5% | +12.3% | -85.8% | -79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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