+29.9%
MCHP vs HTZ
-60.6%
+90.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +9.2% | -12.5% | -4.3% |
| 7D | -5.4% | +18.9% | -24.3% | -7.3% |
| 30D | -7.5% | +26.3% | -33.8% | -10.3% |
| 3M | -6.0% | +49.7% | -55.7% | -11.7% |
| 6M | -20.1% | -61.1% | +41.0% | -10.3% |
| YTD | +20.2% | -56.0% | +76.3% | +26.7% |
| 1Y | +29.9% | -66.4% | +96.4% | +50.8% |
| All | +29.9% | -60.6% | +90.6% | +50.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling