+137.7%
MKSI vs HTZ
-66.5%
+204.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.4% | -2.3% |
| 7D | +4.9% | -9.7% | +14.6% | +5.5% |
| 30D | -11.0% | -16.3% | +5.4% | -10.1% |
| 3M | -17.1% | -58.8% | +41.8% | -12.1% |
| 6M | +16.4% | -48.9% | +65.3% | +23.0% |
| YTD | +64.3% | -60.1% | +124.4% | +74.4% |
| 1Y | +137.7% | -65.0% | +202.7% | +161.0% |
| All | +137.7% | -66.5% | +204.2% | +161.0% |
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