-86.5%
HTZ vs MUB
+8.6%
-95.2%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.2% |
| 7D | +7.5% | -0.9% | +8.3% | +10.1% |
| 30D | +47.4% | -1.4% | +48.9% | +53.5% |
| 3M | -54.9% | -2.2% | -52.7% | -52.2% |
| 6M | -47.0% | -1.9% | -45.1% | -44.1% |
| YTD | -55.3% | -0.8% | -54.5% | -54.3% |
| 1Y | -57.6% | +2.7% | -60.4% | -60.5% |
| All | -86.5% | +8.6% | -95.2% | -90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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