-24.7%
MDB vs HTZ
-85.9%
+61.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.3% | -5.4% | -4.3% |
| 7D | -17.4% | +7.5% | -24.9% | -18.4% |
| 30D | -2.0% | +47.4% | -49.5% | -9.3% |
| 3M | -3.0% | -54.9% | +51.9% | +5.8% |
| 6M | +48.7% | -47.0% | +95.7% | +53.6% |
| YTD | -12.1% | -55.3% | +43.1% | -6.7% |
| 1Y | +14.5% | -57.6% | +72.1% | +19.6% |
| 3Y | -6.1% | -86.6% | +80.5% | +30.8% |
| All | -24.7% | -85.9% | +61.2% | +12.8% |
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 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