+91.6%
MGY vs HTZ
-87.1%
+178.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.0% | +7.3% | +2.7% |
| 7D | -0.9% | -2.5% | +1.6% | -0.7% |
| 30D | +10.1% | -3.7% | +13.9% | +9.9% |
| 3M | -1.5% | -57.0% | +55.5% | +3.9% |
| 6M | -4.9% | -47.0% | +42.0% | -3.5% |
| YTD | +27.7% | -57.5% | +85.2% | +32.4% |
| 1Y | +20.1% | -63.5% | +83.5% | +24.9% |
| 3Y | +24.9% | -86.3% | +111.2% | +42.0% |
| 5Y | +91.6% | -86.8% | +178.3% | +143.3% |
| All | +91.6% | -87.1% | +178.7% | +143.3% |
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