+87.4%
MA vs HTZ
-89.7%
+177.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +9.2% | -5.2% | +3.4% |
| 7D | +10.2% | +18.9% | -8.7% | +9.2% |
| 30D | +19.3% | +26.3% | -6.9% | +17.6% |
| 3M | +18.0% | +49.7% | -31.7% | +14.4% |
| 6M | +33.7% | -61.1% | +94.8% | +38.9% |
| YTD | +18.6% | -56.0% | +74.6% | +21.3% |
| 1Y | +22.5% | -66.4% | +88.9% | +27.5% |
| 3Y | +77.4% | -75.8% | +153.2% | +81.7% |
| 5Y | +106.6% | -93.1% | +199.7% | +130.2% |
| All | +87.4% | -89.7% | +177.1% | +108.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling