+9.6%
MMM vs HTZ
-75.7%
+85.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | -1.2% |
| 7D | -0.8% | -8.5% | +7.7% | -0.4% |
| 30D | +11.7% | -18.9% | +30.6% | +13.0% |
| 3M | +1.0% | -36.0% | +37.0% | +3.0% |
| 6M | +26.0% | -74.6% | +100.6% | +33.2% |
| YTD | +16.3% | -70.8% | +87.2% | +20.1% |
| 1Y | +9.6% | -75.3% | +84.9% | +16.1% |
| All | +9.6% | -75.7% | +85.4% | +16.1% |
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