+96.3%
MO vs HTZ
-86.4%
+182.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -0.9% |
| 7D | +0.3% | +7.5% | -7.1% | +0.3% |
| 30D | +0.6% | +47.4% | -46.8% | +0.2% |
| 3M | -1.0% | -54.9% | +53.9% | -0.1% |
| 6M | +4.3% | -47.0% | +51.4% | +4.8% |
| YTD | +23.3% | -55.3% | +78.5% | +24.1% |
| 1Y | +10.5% | -57.6% | +68.1% | +11.1% |
| All | +96.3% | -86.4% | +182.8% | +132.6% |
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