+92.3%
MA vs HTZ
-95.4%
+187.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.4% | +7.9% | 0.0% |
| 7D | +2.3% | -14.6% | +16.9% | +3.1% |
| 30D | +14.7% | -20.8% | +35.4% | +16.0% |
| 3M | +13.5% | -18.8% | +32.3% | +14.0% |
| 6M | +33.1% | -74.7% | +107.8% | +42.3% |
| YTD | +15.1% | -68.1% | +83.2% | +19.9% |
| 1Y | +18.7% | -73.5% | +92.2% | +25.3% |
| 3Y | +72.1% | -81.8% | +153.9% | +80.8% |
| All | +92.3% | -95.4% | +187.7% | +129.1% |
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