-80.2%
HTZ vs MDY
+49.6%
-129.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.9% | -16.9% | -14.0% |
| 7D | -7.7% | -3.4% | -4.3% | -0.6% |
| 30D | -13.1% | -3.2% | -9.9% | -6.8% |
| 3M | +14.7% | -6.7% | +21.4% | +31.2% |
| 6M | -70.6% | -1.8% | -68.8% | -69.3% |
| YTD | -65.2% | +9.2% | -74.3% | -69.0% |
| 1Y | -73.2% | +11.7% | -84.9% | -76.9% |
| All | -80.2% | +49.6% | -129.8% | -91.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling