+198.2%
MKSI vs HTZ
-87.2%
+285.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.3% | +6.2% | +1.5% |
| 7D | +6.6% | -10.4% | +17.0% | +7.8% |
| 30D | -8.2% | -2.4% | -5.9% | -8.5% |
| 3M | -16.4% | -60.9% | +44.5% | -9.6% |
| 6M | +23.0% | -50.2% | +73.2% | +28.5% |
| YTD | +68.2% | -59.7% | +127.9% | +79.5% |
| 1Y | +148.6% | -66.0% | +214.6% | +166.8% |
| All | +198.2% | -87.2% | +285.3% | +262.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling