+384.7%
MCK vs HTZ
-89.5%
+474.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.5% |
| 7D | +1.7% | +7.5% | -5.7% | +1.7% |
| 30D | +3.6% | +47.4% | -43.8% | +3.6% |
| 3M | +20.1% | -54.9% | +75.0% | +20.3% |
| 6M | -7.0% | -47.0% | +40.0% | -7.0% |
| YTD | +11.0% | -55.3% | +66.3% | +11.2% |
| 1Y | +31.8% | -57.6% | +89.5% | +31.9% |
| 3Y | +123.1% | -86.6% | +209.7% | +129.1% |
| 5Y | +351.7% | -86.1% | +437.8% | +362.0% |
| All | +384.7% | -89.5% | +474.3% | +407.5% |
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 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