+141.6%
MO vs HTZ
-80.7%
+222.3%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +9.3% | -8.0% | +1.3% |
| 7D | -0.8% | -27.4% | +26.6% | -0.7% |
| 30D | +8.0% | -11.4% | +19.3% | +8.1% |
| 3M | +20.9% | -33.1% | +54.0% | +21.0% |
| 6M | +16.3% | -73.5% | +89.8% | +17.2% |
| YTD | +40.7% | -68.1% | +108.8% | +41.4% |
| 1Y | +41.5% | -74.3% | +115.7% | +42.5% |
| All | +141.6% | -80.7% | +222.3% | +150.3% |
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