-91.6%
HTZ vs MUB
+2.6%
-94.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.4% | +8.7% | +8.3% |
| 7D | +18.9% | +0.6% | +18.4% | +17.6% |
| 30D | +26.3% | +3.2% | +23.1% | +18.6% |
| 3M | +49.7% | -1.1% | +50.7% | +53.2% |
| 6M | -61.1% | -1.1% | -60.0% | -60.2% |
| YTD | -56.0% | -0.5% | -55.6% | -55.5% |
| 1Y | -66.4% | 0.0% | -66.4% | -66.3% |
| 3Y | -75.8% | +10.9% | -86.7% | -79.2% |
| 5Y | -93.1% | +2.9% | -95.9% | -96.0% |
| All | -91.6% | +2.6% | -94.2% | -95.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling