+9.2%
MGY vs HTZ
-76.0%
+85.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.1% | +7.7% | +1.5% |
| 7D | +3.5% | -14.0% | +17.5% | +3.2% |
| 30D | -3.0% | -19.8% | +16.8% | -3.5% |
| 3M | -7.6% | -45.0% | +37.4% | -8.4% |
| 6M | -14.4% | -73.2% | +58.9% | -17.5% |
| YTD | +13.4% | -70.0% | +83.4% | +8.1% |
| 1Y | +9.2% | -75.7% | +84.9% | +5.4% |
| All | +9.2% | -76.0% | +85.2% | +5.4% |
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