+22.5%
MDLZ vs HTZ
-77.9%
+100.4%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.0% | +8.1% | +0.2% |
| 7D | +2.2% | -27.5% | +29.7% | +2.3% |
| 30D | +10.1% | -21.9% | +32.0% | +10.4% |
| 3M | +9.1% | -29.2% | +38.3% | +9.1% |
| 6M | +10.0% | -75.2% | +85.2% | +10.8% |
| YTD | +26.8% | -70.8% | +97.7% | +26.2% |
| 1Y | +22.5% | -76.1% | +98.6% | +24.8% |
| All | +22.5% | -77.9% | +100.4% | +24.8% |
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