+73.1%
MA vs HTZ
-85.9%
+158.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.2% |
| 7D | -2.7% | +7.5% | -10.2% | -3.1% |
| 30D | +1.5% | +47.4% | -45.9% | -1.3% |
| 3M | +20.4% | -54.9% | +75.3% | +24.4% |
| 6M | +11.1% | -47.0% | +58.1% | +12.6% |
| YTD | +2.0% | -55.3% | +57.2% | +4.4% |
| 1Y | -2.2% | -57.6% | +55.5% | -0.3% |
| 3Y | +41.9% | -86.6% | +128.5% | +60.5% |
| All | +73.1% | -85.9% | +158.9% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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