-2.9%
MDT vs HTZ
-95.4%
+92.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -8.4% | +5.5% | -2.5% |
| 7D | +5.4% | -14.6% | +20.0% | +6.1% |
| 30D | +19.1% | -20.8% | +39.8% | +20.1% |
| 3M | +19.5% | -18.8% | +38.3% | +19.9% |
| 6M | +33.5% | -74.7% | +108.1% | +40.6% |
| YTD | +8.7% | -68.1% | +76.8% | +12.5% |
| 1Y | +16.8% | -73.5% | +90.3% | +21.9% |
| 3Y | +53.0% | -81.8% | +134.8% | +59.7% |
| All | -2.9% | -95.4% | +92.5% | +12.6% |
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