-94.8%
HTZ vs MUB
+3.2%
-98.0%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.4% | -21.2% | -21.7% |
| 7D | -7.7% | +0.9% | -8.6% | -9.7% |
| 30D | -13.1% | +3.8% | -16.9% | -19.8% |
| 3M | +14.7% | -0.7% | +15.4% | +16.5% |
| 6M | -70.6% | -0.8% | -69.8% | -70.2% |
| YTD | -65.2% | 0.0% | -65.1% | -65.1% |
| 1Y | -73.2% | +0.6% | -73.8% | -73.5% |
| 3Y | -80.8% | +11.4% | -92.2% | -84.1% |
| 5Y | -94.8% | +3.1% | -97.9% | -96.6% |
| All | -94.8% | +3.2% | -98.0% | -96.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling