+7.1%
MDLZ vs HTZ
-81.0%
+88.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -20.8% | +20.0% | -0.6% |
| 7D | +6.9% | -7.7% | +14.6% | +7.0% |
| 30D | +12.1% | -13.1% | +25.2% | +12.3% |
| 3M | +7.7% | +14.7% | -7.1% | +7.3% |
| 6M | +10.8% | -70.6% | +81.4% | +12.4% |
| YTD | +27.4% | -65.2% | +92.5% | +28.5% |
| 1Y | +23.5% | -73.2% | +96.7% | +25.2% |
| All | +7.1% | -81.0% | +88.1% | +9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling