+55.5%
MDT vs HTZ
-80.7%
+136.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.3% | -9.3% | -0.2% |
| 7D | -3.2% | -27.4% | +24.2% | -2.5% |
| 30D | +10.5% | -11.4% | +21.9% | +10.8% |
| 3M | +13.0% | -33.1% | +46.0% | +13.8% |
| 6M | +38.7% | -73.5% | +112.2% | +42.7% |
| YTD | +8.5% | -68.1% | +76.6% | +10.7% |
| 1Y | +10.0% | -74.3% | +84.3% | +12.9% |
| All | +55.5% | -80.7% | +136.2% | +63.1% |
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