-57.6%
HTZ vs MKTX
-8.5%
-49.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +7.5% | +0.4% | +7.1% | +7.5% |
| 30D | +47.4% | +1.1% | +46.4% | +47.4% |
| 3M | -54.9% | +36.1% | -91.0% | -55.8% |
| 6M | -47.0% | -12.9% | -34.1% | -48.0% |
| YTD | -55.3% | -8.5% | -46.7% | -55.8% |
| 1Y | -57.6% | -7.5% | -50.1% | -59.8% |
| All | -57.6% | -8.5% | -49.1% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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