+342.5%
MCK vs HTZ
-87.1%
+429.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.0% | +2.9% | -2.1% |
| 7D | -1.9% | -2.5% | +0.5% | -1.9% |
| 30D | +2.4% | -3.7% | +6.1% | +2.4% |
| 3M | +16.1% | -57.0% | +73.1% | +16.3% |
| 6M | -3.1% | -47.0% | +43.9% | -3.0% |
| YTD | +8.7% | -57.5% | +66.2% | +8.8% |
| 1Y | +28.1% | -63.5% | +91.5% | +28.2% |
| 3Y | +114.1% | -86.3% | +200.5% | +119.4% |
| 5Y | +342.5% | -86.8% | +429.3% | +353.5% |
| All | +342.5% | -87.1% | +429.7% | +353.5% |
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