+9.5%
MGY vs HTZ
-60.6%
+70.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +9.2% | -14.4% | -5.0% |
| 7D | -12.1% | +18.9% | -31.1% | -11.8% |
| 30D | -2.6% | +26.3% | -28.9% | -2.2% |
| 3M | -4.2% | +49.7% | -53.9% | -3.3% |
| 6M | -23.9% | -61.1% | +37.2% | -25.9% |
| YTD | +8.8% | -56.0% | +64.9% | +4.9% |
| 1Y | +9.5% | -66.4% | +75.9% | +9.0% |
| All | +9.5% | -60.6% | +70.1% | +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 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