+42.7%
MKSI vs HTZ
-60.6%
+103.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +9.2% | -14.2% | -5.8% |
| 7D | -10.7% | +18.9% | -29.6% | -12.1% |
| 30D | -30.5% | +26.3% | -56.8% | -32.1% |
| 3M | -39.2% | +49.7% | -88.8% | -42.1% |
| 6M | -33.0% | -61.1% | +28.1% | -25.6% |
| YTD | +22.3% | -56.0% | +78.4% | +32.1% |
| 1Y | +42.7% | -66.4% | +109.1% | +54.5% |
| All | +42.7% | -60.6% | +103.3% | +54.5% |
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