+35.0%
MKSI vs HTZ
-94.4%
+129.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.6% | 0.0% | -2.2% |
| 7D | +12.2% | -8.5% | +20.7% | +13.6% |
| 30D | -8.0% | -18.9% | +10.9% | -5.8% |
| 3M | -29.5% | -36.0% | +6.5% | -25.5% |
| 6M | -31.9% | -74.6% | +42.7% | -19.3% |
| YTD | +35.3% | -70.8% | +106.1% | +54.2% |
| 1Y | +50.3% | -75.3% | +125.6% | +75.7% |
| 3Y | +216.4% | -81.6% | +298.0% | +255.5% |
| All | +35.0% | -94.4% | +129.4% | +112.5% |
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 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