+29.6%
MDT vs HTZ
-86.4%
+116.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +1.1% |
| 7D | +3.2% | +7.5% | -4.3% | +3.0% |
| 30D | +9.5% | +47.4% | -37.9% | +8.1% |
| 3M | +16.0% | -54.9% | +70.9% | +18.1% |
| 6M | +0.2% | -47.0% | +47.2% | +1.2% |
| YTD | -0.3% | -55.3% | +55.0% | +1.2% |
| 1Y | +4.7% | -57.6% | +62.4% | +6.0% |
| All | +29.6% | -86.4% | +116.0% | +46.1% |
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