-1.5%
MCD vs HTZ
-86.4%
+84.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.5% |
| 7D | -2.8% | +7.5% | -10.3% | -3.0% |
| 30D | -6.0% | +47.4% | -53.5% | -7.0% |
| 3M | -5.6% | -54.9% | +49.3% | -4.6% |
| 6M | -21.9% | -47.0% | +25.2% | -21.4% |
| YTD | -14.7% | -55.3% | +40.6% | -14.0% |
| 1Y | -17.3% | -57.6% | +40.4% | -16.6% |
| All | -1.5% | -86.4% | +84.9% | +6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling